I feel bad. Disappointed for the great T.D. Ameritrade employees who now have to deal with a partner I wanted no part of. For about 8 years I had a custodial relationship with the Charles Schwab Corporation. When I terminated that relationship and opened others I couldn't have found a better Custodian for clients assets than T.D. Ameritrade.
I always believed in having multiple custodians. It served me very well and was one of the smarter things I done during my investment career. When I shuttered my firm in the first half of 2019 I think I had 5 different custodians. All had a bell or whistle better than the rest.
It's a sad day for the friends of Chippewa Partners, Native American Advisors, Inc. who worked at T. D. Ameritrade.
I wish all of you well going forward.
Retired CEO of CHIPPEWA PARTNERS, Native American Advisors, Inc., now CEO of the Parisian Family Office. A White Earth Chippewa, Dean helped Native Americans for decades. Raised conservative, began Wall Street career in 1982, met game changer William O'Neil in 1984. In a world on a dopamine, hypomanic binge, this is his take on financial chicanery, political crime and life well lived at their Ghost Ranch in MT or Pamelot, the Parisian's TN farm.
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