View stock information
Skip Schweiss, Managing Director, Retirement Plan Solutions & Advisor Advocacy

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. Schweiss is also the Managing Director of Advisor Advocacy & Industry Affairs, charged with increasing TD Ameritrade Institutional’s participation and voice in the financial services industry, and with identifying key issues of importance to investment advisors and their clients.

Schweiss is widely recognized as a leading advocate supporting the fiduciary standard and the RIA model. In 2019 and 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.

Prior to his appointment at TD Ameritrade, Schweiss held a variety of management positions at 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 BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He has completed the Securities Industry Institute® executive development program 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.