
Marcus Thorstad, AIF
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About me
Business Development Officer, Retirement Business Services at Charles Schwab
Education

Villanova University
2011 - 2011Master Certificate Project Management
Creighton University
2003 - 2007Bachelors FinanceActivities and Societies: Phi Kappa Psi
Experience

Creighton University
Aug 2003 - Dec 2007Student AssistantAssisted in the development and management of chemical inventories

TD Ameritrade
Jan 2008 - Apr 2021TD Ameritrade Trust Company provides a financial brand name, non conflict open architecture platform for TPAs and Recordkeepers. Providing sales and analytical support to TD Ameritrade's Advisors in Transition, Self-Directed Brokerage Account, and TD Ameritrade Trust Company Sales Teams.
Vice President, Retirement Plan Solutions
Dec 2017 - Apr 2021Sales Consultant, Retirement Plan Solutions
Jan 2014 - Dec 2017Sales Coordinator
Dec 2011 - Jan 2014Financial Representative
Jan 2008 - Dec 2011

Charles Schwab
Oct 2020 - nowBusiness Development Officer, Retirement Business ServicesAccount specific questions and transactions cannot be addressed in this forum; please call 877-687-4085. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints.Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab© 2021 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited. Show less
Licenses & Certifications

Accredited Investment Fiduciary
Center for Fiduciary StudiesAug 2013
Languages
- frFrench
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