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Industry Veteran Brian Stimpfl Joins ActiFi Executive Team

PLYMOUTH, Minn. Jan. 27, 2011 practice management software Brian Stimpfl

Spenser Segal


"ActiFi is on the cutting edge of where practice management and institutional support for advisors is going," said Stimpfl. "Throughout my career, I have been fortunate to work with leaders who truly care for the success of financial advisors and I’ve found that same culture at ActiFi, combined with an entrepreneurial spirit and a team of experts that is creating breakthrough technology, advisor support, and training programs."  

Stimpfl joins ActiFi after having spent his entire career in the financial services industry, most recently as Managing Director of TD Ameritrade Institutional, Advisor Advocacy & Industry Affairs. At TDAI, he was responsible for creating the formal role of advisor advocate, becoming an "industry voice" at the advisor and institutional level which was especially critical during the latest financial crisis and current legislative reform debate. His breakthrough work on industry advisor/client care, advisor surveys, and industry communication and partnership-building efforts were exceptionally important in actions such as the recent defeat of the SEC Custody Rule proposal and the still pending debate on the fiduciary responsibility of financial intermediaries.

Baruch College New York Siena College New York

Brian Stimpfl

About ActiFi


Sam Richter



[email protected]

SOURCE ActiFi, Inc.

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