Marcus Thorstad, AIF

Marcus Thorstad, AIF

Student Assistant

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  • Timeline

  • About me

    Business Development Officer, Retirement Business Services at Charles Schwab

  • Education

    • Villanova University

      2011 - 2011
      Master Certificate Project Management
    • Creighton University

      2003 - 2007
      Bachelors Finance

      Activities and Societies: Phi Kappa Psi

  • Experience

    • Creighton University

      Aug 2003 - Dec 2007
      Student Assistant

      Assisted in the development and management of chemical inventories

    • TD Ameritrade

      Jan 2008 - Apr 2021

      TD 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 2021
      • Sales Consultant, Retirement Plan Solutions

        Jan 2014 - Dec 2017
      • Sales Coordinator

        Dec 2011 - Jan 2014
      • Financial Representative

        Jan 2008 - Dec 2011
    • Charles Schwab

      Oct 2020 - now
      Business Development Officer, Retirement Business Services

      Account 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 Studies
      Aug 2013