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Corporate Headquarters
800-237-8692
200 South 108th Avenue
Omaha, NE 68154

All Contacts

Client Services
800-669-3900
clientservices@tdameritrade.com


All Contacts

Client Services
800-669-3900
clientservices@tdameritrade.com


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AMTD: 34.01 -0.02 -0.06% Volume: 127,744 Sep 22, 14 09:57

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  • 3rd Annual Generation Z Survey

    With the first wave easing into financial independence, those in Gen Z are growing more concerned about waning Social Security and graduating with huge student loan balances. Yet despite these worries, those in Gen Z are piling on credit card debt at an alarming rate and choosing savings accounts over investing to prepare for their futures.

    This year’s survey takes a closer look at what those in Gen Z are doing right in terms of their financial future, but perhaps the biggest takeaway is that there is a need to improve the financial literacy of the next generation of investors.

    Find out more

  • TD Ameritrade’s IMX Declines for Second Time in 2014

    TD Ameritrade's Investor Movement IndexSM declined declined 0.17 points to 5.68 in August while the S&P 500 climbed above 2000 for first time ending the month at a record high. TD Ameritrade clients reduced their equity exposure during the August IMX period, which returned the IMX to the levels we saw in April through June of this year. Equity markets began to fall in late July 2014, which had some investors wondering if it was the start of a correction. However, equity indices quickly reversed course in August, rising sharply. For more information, visit the Investor Movement Index website.

    Read the article


  • Tax Season Survey

    Nearly half (45%) of Americans surveyed expect to receive a tax refund and among them, 61 percent plan to save or invest the money. While Americans have plans for their personal income tax refunds, they also have some thoughts on how they’d like the U.S. government to spend tax revenue. If they had a say, public education (41%), health care (37%) and job creation (33%) would be their top priorities.

    Read the article

  • Financial Review & Outlook Survey

    The majority of U.S. investors expect 2014 to be the same or even better than 2013 both for the U.S. economy as well as their own personal finances.

    “While many Americans took a more cautious financial stance over the past few years, we continue to see signs that recession’s scars on investor behavior are fading,” said J.J. Kinahan, chief strategist, TD Ameritrade, Inc. (“TD Ameritrade”), a broker dealer subsidiary of TD Ameritrade Holdings Corporation. “It appears investors have been feeling the euphoria of a more positive year, and may be beginning to engage in the market more. It’s encouraging to see the optimism both in the results of this survey and among our clients.”

    Read the article


Subject matter expertise

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Fred Tomczyk , , , President,
Chief Executive Officer

Fred Tomczyk is a more than 25-year veteran of the financial services industry with extensive expertise in wealth management, insurance and banking and has been a guiding force in TD Ameritrade's evolution to be the better investment firm for today's investor. His strategy for the Company is threefold: maintain a leadership position in the trading business, continue to grow as a premier asset gatherer and capitalize on additional opportunities to strengthen the firm for the benefit of its associates, clients and shareholders.

Tomczyk has served as president and chief executive officer of the Company since October 2008. Over that time, the Company has delivered four consecutive years of double-digit annualized net new client asset growth, maintained a strong leadership position in trading, grown total assets to more than $500 billion, and held earnings stable in the face of ongoing net interest margin compression—all while maintaining a clean balance sheet and a strong overall financial position. Since the start of the financial crisis in 2007, TD Ameritrade has gone from non-investment grade to investment grade after receiving three credit rating upgrades, including a four notch upgrade in 2009.

Tomczyk previously served as a member of the TD Ameritrade board of directors from January 2006 until June 2007, when he accepted the role of chief operating officer at the company, responsible for all operations, technology, retail sales functions and the registered investment advisor channel. He remained in that role until he became president and chief executive officer and re-joined the board of directors in October 2008.

From May 2002 until joining TD Ameritrade in 2007, Tomczyk served as the vice chair of corporate operations for TD Bank Group ("TD"). From March 2001 until May 2002, he served as executive vice president of retail distribution for TD Canada Trust (a wholly-owned subsidiary of TD), and from September 2000 until March 2001 he served as executive vice president and later as president and chief executive officer of wealth management for TD Bank. Prior to joining TD Bank, he was president and chief executive officer of London Life.

Tomczyk serves on Cornell University's undergraduate business program advisory council. He received a bachelor's degree in applied economic and business management from Cornell University with a Bachelor of Science and subsequently obtained his Chartered Accountant designation. In 2006, he was elected as a Fellow of the Institute of Chartered Accountants of Ontario.

Bill Gerber , , , Executive Vice President,
Chief Financial Officer

Bill Gerber oversees investor relations, business development, certain treasury functions and finance operations, including accounting, business planning and forecasting, external and internal reporting, tax and competitive intelligence. He also serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization.

Gerber has been with TD Ameritrade since 1999. He served as managing director of finance, during which time he played a major role in evaluating merger and acquisition opportunities for the Company, including the National Discount Brokers (2001), Datek Online Holdings (2002), and TD Waterhouse (2005) transactions. He served in this capacity until his appointment as chief financial officer in October 2006, where he also played a role in evaluating the thinkorswim (2009) acquisition for the Company.

Prior to joining the Company, Gerber spent eight years with Coopers & Lybrand, now known as PriceWaterhouseCoopers, serving as an audit manager primarily focused on public company clients. He was named a member of the CNBC CFO Council in 2013 and 2014. Gerber was also named to Institutional Investor Magazine’s “All America Executive Team” as one of the top 3 CFOs in the “Brokers, Asset Managers and Exchanges” category in 2012, 2013 and 2014. Gerber holds a bachelor’s degree in accounting from the University of Michigan.

Paul Jiganti , , , Managing Director,
Market Structure and Client Advocacy
TD Ameritrade Holding Corporation

Paul Jiganti joined TD Ameritrade in July 2012 and is responsible for determining the most effective way to manage client order routing to maximize the client trading and investing experience. He is responsible for maintaining relationships with the exchanges, working with regulators and leading TD Ameritrade’s strategy on market structure and exchange issues for retail clients.

Prior to joining the company, Jiganti began his career as a clerk and later as a local market maker on the floor of the Chicago Board of Options Exchange (“CBOE”), where he spent six years. He then joined Susquehanna and over the next 16 years traded in all CBOE products, as well as the financials at the Chicago Board of Trade. He was named associate director and later led Susquehanna’s Chicago office. During that period he served on 12 separate CBOE committees, including the Board of Directors in 2007 and 2008, and chaired several others. After leaving Susquehanna he became a partner at Geneva Partners and created a dispersion model and trading system. In 2010 he entered into a one-year consulting arrangement with NASDAQ, introducing a new suite of products to the broker-dealer community.

Jiganti is a member of the CBOE Advisory Board, Board of Directors of NYSE Amex Options LLC (non-voting observer), Light Pool Advisory Board, NASDAQ Quality of Markets Committee, SIFMA Options Committee. He is also chairman of the CBOE Arbitration Committee and earned a bachelor’s degree in economics from the University of San Diego.

Skip Schweiss , , , President,
TD Ameritrade Trust Company

Skip Schweiss is responsible for all TD Ameritrade Trust Company (TDATC) functions, including retirement solutions and services for independent registered investment advisors and third-party administrators using TD Ameritrade's trust platform. Skip is also the Managing Director of Advisor Advocacy & Industry Affairs. In this role, he is charged with increasing TDAI's participation and voice in the financial services industry, and identifying key issues of importance to TDAI and their advisor clients.

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 is completing 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.

Lou Steinberg , , , Chief Technology Officer
TD Ameritrade Holding Corporation

Lou Steinberg is responsible for technology platform architecture, engineering, operations and security in addition to evolving the current operating models, technology and operational risk and fostering a culture of innovation.

Prior to joining the company in 2011, Steinberg was the founder and CEO of Rev2, a Risk Management software company that focuses on operating risk. Previously, he was the CEO of Cranite Systems, which delivered highly secure, layer 2 VPNs. Steinberg also spent several years as CTO of Symbol Technologies (now Motorola), driving a company-wide solutions strategy while also serving as the General Manager of the Software Division.

Steinberg previously served as an entrepreneur-in-residence at Warburg Pincus and as a strategy advisor to senior management at companies including Comcast, Citigroup and NCR. He was the SVP of Marketing and Market Development at Micromuse (now IBM), a network management and analytics company. He joined Micromuse through the acquisition of NetOps Corp, an analysis and fault-prediction company that he founded and led as CEO. He spent over a decade at IBM in various technical and management roles, notably contributing to router development for the NSFNet, a second-generation Internet backbone. He has served on various IETF Working Groups related to network management, including SNMP-1, MIB-1, Ethernet MIB, RMON-1 and Alert Management.

Steinberg is the author of Troubleshooting with SNMP and Understanding MIBs (McGraw-Hill, 2000), as well as numerous articles on technology and infrastructure. He graded from the Stevens Institute of Technology with a bachelor’s degree in engineering and a master’s degree in computer science.