TD Ameritrade Ad Campaign Welcomes Investors to the Green Room for Straight Talk About Money With No Judgment or Jargon

TD Ameritrade Investment Management Services introduced to investors
seeking investment advice

OMAHA, Neb.–(BUSINESS WIRE)–Money is a sensitive topic for many people, but avoiding awkward
conversations or keeping finances completely private isn’t the answer.
This weekend, TD Ameritrade Holding Corporation (Nasdaq:AMTD) will kick
off a new national advertising campaign centered around the Green Room –
a sanctuary of sorts where people drop by for real, honest conversations
about money in a comfortable, inviting and safe space.

The campaign, developed by Havas New York, supports TD
Ameritrade Investment Management Services
, the firm’s enhanced and
expanded line-up of easy-to-use advice and guidance solutions.
Hosted by the approachable “Green Room Guy” fictional character, the
creative promotes listening without judgment and having discussions
about finances and investing goals in everyday language. A true
conversationalist, the Green Room Guy is welcoming, intelligent and

“The Green Room is a consistent visual device that personifies TD
Ameritrade’s long-standing passion to level the playing field for
investors of all financial walks of life,” said Denise Karkos, chief
marketing officer for TD Ameritrade. “Just like in our branch locations
across the country, all are welcome and we’re here to cheer you on in
pursuing your financial goals. We’re intent on building lasting
relationships with our clients, providing the solutions that best meet
their needs, and serving them throughout their investing journey.”

With the first spot launching during Saturday’s NFL divisional playoffs,
a series of three 30-second spots will air on national television,
complemented by targeted print, digital and social media. The campaign
features three different fictional investors sharing their stories:

  • “Schedule”: Everyone’s busy, particularly the on-the-go woman in the
    spot balancing a career, a family, and her own interests, leaving her
    little time to spend managing her portfolio. The Green Room Guy tells
    her about Essential Portfolios, a “robo-advisor” offering – an
    automated, digital-first investing solution where TD Ameritrade
    Investment Management, LLC recommends, provides oversight and
    rebalances a managed portfolio for you.
  • “Fortune”: The spot centers around the idea that no matter the
    investment goal, it all starts with a conversation. A couple who has
    been able to set aside $103,000 feels uncomfortable speaking to
    someone about their investment goals, because other firms thought that
    was pocket change in the past. TD Ameritrade assures them that their
    savings is a serious thing, no matter what the amount.
  • “No Law”: A woman comes to the Green Room to talk about retirement
    goals and is surprised to hear that the Green Room Guy wants to talk
    not only about that – but also not waiting for retirement to live your
    dreams. The conversation is meant to help her find the investment
    solutions that are right for her now and later.

“There can be an intimidation factor for investing, and the fear of
making the wrong decisions can paralyze people from becoming investors
in the first place,” said Tom Bradley, president of TD Ameritrade, Inc.
“That’s why we’re continually launching more ways for investors to
obtain professional guidance, advice, and education that’s tailored to
their unique needs and accessible on their terms. We’re committed to
creating the best overall experience for our clients and helping them
make objective decisions in their best interests at a reasonable cost.”

To learn more about Essential Portfolios, Selective Portfolios (formerly
known as Amerivest Portfolios), and other solutions for investors of all
ages and experience levels, visit

About TD Ameritrade Holding Corporation
Millions of
investors and independent registered investment advisors (RIAs) have
turned to TD Ameritrade’s (Nasdaq: AMTD)
, 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. TD Ameritrade has time and again been recognized
as a leader
in investment services. Please visit TD Ameritrade’s newsroom
for more information, or read our stories at Fresh

Brokerage services provided by TD Ameritrade, Inc., member FINRA (

Advisory services provided by TD Ameritrade Investment Management, LLC
(formerly Amerivest Investment Management, LLC), a registered investment
advisor. TD Ameritrade Investment Management, LLC and TD Ameritrade,
Inc. are subsidiaries of TD Ameritrade Holding Corporation.

Source: TD Ameritrade Holding Corporation


TD Ameritrade Holding Corporation
For Media:
Niiya, 402-574-6652
Sr. Manager, Corporate Communications
Jeff Goeser, 402-597-8464
Director, Finance and
Investor Relations