TD AMERITRADE INVESTMENT MANAGEMENT, LLC

OMAHA, Nebraska·16 registered advisors·CRD# 111514
SEC# 801-55501380800-669-3900
01

Firm Overview

AUM
$15.8B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
16
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 PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC

16 registered advisors
Boris Khazin
OMAHA, Nebraska
Brenna Marie Oconnor
OMAHA, Nebraska
Erik James Black
OMAHA, Nebraska
John Bell
OMAHA, Nebraska
Jon Charles Peterson
OMAHA, Nebraska
Joseph John Correnti
OMAHA, Nebraska
Keith Denerstein
OMAHA, Nebraska
Matthew Thomas Judge
OMAHA, Nebraska
Michael Edward Gillespie
OMAHA, Nebraska
Michael Gene Asmus
OMAHA, Nebraska
Patrick Harold Kennedy
OMAHA, Nebraska
Peter James Desilva
OMAHA, Nebraska
Robert N Sobol
OMAHA, Nebraska
Shelby Lee Meyer
OMAHA, Nebraska
Stephen John Boyle
OMAHA, Nebraska
Thomas Robert Casey
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
16 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.