OC Students Attend TD Ameritrade Institutional’s 2016 National RIA Conference

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Olivet students Blane Heisler and Allison Kirk were among 52 college students nationwide to recently attend TD Ameritrade Institutional’s national IRA conference (Courtesy of TD Ameritrade Institutional).

TD Ameritrade Gives 52 Financial Planning Undergraduates VIP Access to One of the RIA Industry’s Biggest Networking and Education Events. The Event is the Largest Registered Investment Advisor (RIA) Industry Event.

It’s one thing to sit in a classroom studying financial planning, but what if undergraduates had the chance to spend three days networking with thousands of registered investment advisors while also learning from some the financial services industry’s leading thinkers?


Fifty-two financial planning students from 25 colleges and universities had just that opportunity last week when they came to TD Ameritrade Institutional’s1 annual advisor conference, the 2016 National LINC, to connect with peers and explore job opportunities. Among this group were two students from The University of Olivet, Blane Heisler and Allison Kirk, both juniors from Charlotte.

As part of a long commitment to cultivate the next generation of advisors, TD Ameritrade Institutional since 2010 has invited students from colleges and universities to attend its annual RIA conference, a valuable opportunity to connect with peers, network with some of the country’s top investment advisors and learn about the latest trends alongside 3,200 advisors and other industry professionals.

Including this latest conference, TD Ameritrade Institutional has engaged with more than 150 students through its conference program over the past seven years.

In addition to attending inspiring sessions by former Director of the CIA Michael Hayden and Olympic swimming legend Dara Torres, students at National LINC participated in breakout sessions, panel discussions and networking events with advisors.

The student program is just one part of a broader commitment by TD Ameritrade Institutional to help attract and train young professionals to the financial planning business.

The University of Olivet’s financial planning major prepares students for careers helping others plan for their financial security. As part of the program, students gain practical experience preparing and presenting a financial plan, as well as preparing for the life and health insurance agents’ licensing examination administered by the state of Michigan. For more information about the financial planning major at The University of Olivet, visit www.olivetcollege.edu and click on “Undergraduate.”

About TD Ameritrade Holding Corporation

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how – bringing Wall Street to Main Street for more than 40 years. An official sponsor of the 2016 U.S. Olympic and Paralympic Teams, as well as an official sponsor of the National Football League, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information, or read stories.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org)

1 TD Ameritrade Institutional, Division of TD Ameritrade, Inc., a subsidiary of TD Ameritrade Holding Corporation.


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