Td Ameritrade Investment Management, LLC

Td Ameritrade Investment Management, LLC (CRD# 111514) is a financial advisory firm headquartered in Omaha, NE. They manage $19,692,435,738 in 161,250 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,692
    MILLION
  • Total Number of Accounts
    161,250
    ACCOUNTS
  • Average Account Value
    $122,124
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Td Ameritrade Investment Management, LLC
Showing 1 - 10 of 27 top financial advisors.
1
David Abed-Rabboh
CRD#: 5297105
4600 Alliance Gateway Freeway, TX 76177

David Abed-Rabboh (CRD# 5297105) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in 4600 Alliance Gateway Freeway, TX and has over 12 years of experience in the finance industry.

2
Drew M. Achter
CRD#: 6389695
Saint Louis, MO 63141

Drew Achter (CRD# 6389695) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

3
Madeleine S. Beckmann
CRD#: 4326958
Saint Louis, MO 63141

Madeleine Beckmann (CRD# 4326958) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Madeleine Beckmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Dean A. Belknap
CRD#: 6369410
Southlake, TX 76092

Dean Belknap (CRD# 6369410) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 6 years of experience in the finance industry.

5
Jason S. Co
CRD#: 6290573
Saint Louis, MO 63141

Jason Co (CRD# 6290573) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry. Jason Co has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Alexander Cortez
CRD#: 5584762
Jersey City, NJ 07311

Alexander Cortez (CRD# 5584762) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Jersey City, NJ and has over 11 years of experience in the finance industry.

7
Viraj Desai
CRD#: 5349003
Jersey City, NJ 07311

Viraj Desai (CRD# 5349003) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Jersey City, NJ and has 1 year of experience in the finance industry.

8
Carlos I. Fierro
CRD#: 4825071
Southlake, TX 76092

Carlos Fierro (CRD# 4825071) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 15 years of experience in the finance industry. Carlos Fierro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Robert W. Fort
CRD#: 2505390
Southlake, TX 76092

Robert Fort (CRD# 2505390) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 14 years of experience in the finance industry. Robert Fort has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Patrick S. Freeland
CRD#: 2032347
Southlake, TX 76092

Patrick Freeland (CRD# 2032347) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 29 years of experience in the finance industry.

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