Managing Director, Advisory Advocacy & Industry Affairs, TD Ameritrade Institutional
Skip Schweiss is the Managing Director of Advisor Advocacy & Industry Affairs for TD Ameritrade Institutional. Schweiss is also president of TD Ameritrade Trust Company (TDATC) which offers retirement plan solutions and services for independent registered investment advisors and third-party administrators using TD Ameritrade’s trust platform.
Prior to this appointment, Schweiss held a variety of management positions within Fiserv Investment Support Services, including serving as Executive Vice President of Fiserv Trust Company, which was acquired by TD Ameritrade Holding Corporation in February, 2008.
Schweiss holds a B.S. in business administration from the University of South Dakota and a M.S. in finance from the University of Colorado. He has completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business. He is currently Series 7 and Series 24 licensed, and is a member of the Financial Planning Association.