"TD Ameritrade has made it easier for us to do business."
Dale Rogers, Founder & CEO, Rogers Wealth Group, Inc.
Diversifying your revenue stream makes sense. And our tenured team is ready with the solutions to activate—or accelerate—your focus on retirement plans. Turn to us for insights, business-building resources, back office support, online tools, and custody services. We’re dedicated to supporting advisors, we don’t compete with you, and we actively advocate for regulations that support the fiduciary model and retirement security for American workers and their families.
Provided by TD Ameritrade Trust Company
Serve your clients and drive your success with a complete retirement plan solution, which combines true open investment architecture and the ease of a streamlined approach—all in one package.
With the freedom and flexibility of a Self-Directed Brokerage Account (SDBA) from our brokerage affiliate, TD Ameritrade, Inc., plan participants have access to a wide selection of investment options.
You’ll find it easier than ever to meet your clients’ IRA Rollover needs with a true open investment architecture platform, personalized support, and efficient execution.
We provide independent TPAs/Recordkeepers unbundled custodial/directed trustee services with comprehensive back-office support and custom-tailored technology solutions.