2017 Fall Conference Speaker
Skip Schweiss
Skip Schweiss, President of TD Ameritrade Trust Company, is responsible for TD Ameritrade Institutional's Retirement Plan Solutions platform, providing tools and support that can help independent RIAs build and grow a retirement plan business.
Skip 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. He has been a board member of the NCEF since 2012.
Schweiss is widely recognized as a leading advocate supporting the fiduciary standard and the RIA model. In 2017, Investment Advisor readers named him to the magazine's first-ever Readers' Choice list of top 25 influencers. In 2016, he received the Insider's Forum Leadership Award and was elected to the Financial Planning Association's board of directors. Schweiss also was named the 2015 Fiduciary of the Year by the Committee for the Fiduciary Standard, and in 2014 was recognized by Investment Advisor editors as one of the 25 most influential industry figures.
Skip 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. He has been a board member of the NCEF since 2012.
Schweiss is widely recognized as a leading advocate supporting the fiduciary standard and the RIA model. In 2017, Investment Advisor readers named him to the magazine's first-ever Readers' Choice list of top 25 influencers. In 2016, he received the Insider's Forum Leadership Award and was elected to the Financial Planning Association's board of directors. Schweiss also was named the 2015 Fiduciary of the Year by the Committee for the Fiduciary Standard, and in 2014 was recognized by Investment Advisor editors as one of the 25 most influential industry figures.