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TD AMERITRADE INVESTMENT MANAGEMENT, LLC
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
OMAHA, Nebraska
·
12 registered advisors
·
CRD# 111514
SEC# 801-55501
380
800-669-3900
01
Firm Overview
AUM
$15.8B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC
12 registered advisors
Erik James Black
OMAHA, Nebraska
CRD# 4202463
John Bell
OMAHA, Nebraska
CFP
CRD# 4403368
Jon Charles Peterson
OMAHA, Nebraska
CRD# 2772631
Joseph John Correnti
OMAHA, Nebraska
CRD# 2347143
Keith Denerstein
OMAHA, Nebraska
CRD# 5691430
Matthew Thomas Judge
OMAHA, Nebraska
CRD# 2750534
Michael Gene Asmus
OMAHA, Nebraska
CRD# 5863905
Patrick Harold Kennedy
OMAHA, Nebraska
CRD# 1673873
Peter James Desilva
OMAHA, Nebraska
CRD# 1740057
Shelby Lee Meyer
OMAHA, Nebraska
CRD# 1946799
Stephen John Boyle
OMAHA, Nebraska
CRD# 6501238
Thomas Robert Casey
OMAHA, Nebraska
CFP
CRD# 5177380
05
Office Locations
OMAHA, Nebraska
12 advisors
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Data sourced from SEC Form ADV filings. TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD# 111514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.