Chris Engelbert

Chris Engelbert is a seasoned professional with over 20 years of experience at TD Ameritrade, specializing in Institutional Sales, Relationship Management, Back Office, and Product Management. Based in Omaha, NE, he focuses on providing custodial solutions to Independent Financial Advisors, assisting Registered Representatives in their exit strategies from Broker Dealers to establish their own Registered Independent Advisor firms or join existing ones.

Having worked in various roles within TD Ameritrade, including Sales Vice President, New Account Sales Manager, Account Manager, and Senior Research Analyst, Chris excels at tailoring solutions to meet the unique business needs of his clients and helping them achieve their goals.

With a background in Business and Information Systems from Bellevue University, Chris Engelbert holds licenses including Series 7, 24, 63, and 65, equipping him with the knowledge and expertise to provide superior experiences and proficiencies for both firms and clients.