Skip Schweiss

Skip Schweiss

Managing Director,
Retirement Plan Services & Advisor Advocacy

Skip Schweiss

Managing Director, Retirement Plan Services & Advisor Advocacy

TD Ameritrade Institutional

As President of TD Ameritrade Trust Company, Skip Schweiss is responsible for TD Ameritrade Institutional's Retirement Plan Solutions platform, which provides tools and support that help independent registered investment advisors (RIAs) build and grow a retirement plan business.


Skip 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.


Skip is widely recognized as a leading advocate supporting the fiduciary standard and the RIA model. In 2017, Investment Advisor Magazine readers named him to the magazine's first-ever Readers' Choice list of top 25 influencers. He appeared on this list again in 2018. 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 Magazine editors as one of the 25 most influential industry figures.


Skip chairs NAPFA’s Consumer Education Foundation, and sits on the Investment Adviser Association’s Government Affairs Committee and Legal & Regulatory Committee.


Skip 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 also holds Series 7 and 24 securities licenses and is a member of the Financial Planning Association.

Existing TD Ameritrade Institutional Clients:

Please call 800-400-6288.

Exploring Independence?

Please call our colleagues at Schwab Advisor Services at 877-687-4085 to continue the conversation about becoming an RIA or finding a new custodian.

Contact us