Unclaimed Profile

Adam Stuart Bold

TMFS ADVISORS, LLC·OVERLAND PARK, Kansas

Series 3, Series 7, Series 24, Series 63, Series 6528 years registeredTMFS ADVISORS, LLC

7301 COLLEGE BOULEVARD, OVERLAND PARK, KS 66210CRD# 2246043Firm CRD# 109238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Stuart Bold · OVERLAND PARK, KS

Registration

CRD #2246043 · TMFS ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TMFS ADVISORS, LLC

THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER

Sep 2006 – Aug 2016

LOS ANGELES, CA

THE MUTUAL FUND STORE

Jan 2001 – Mar 2011

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Aug 1997 – Feb 2014

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 21, 1997

Years registered · 28

Disclosure History

2001Customer Dispute·Settled

1996Customer Dispute·Settled

1994Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL ENGINES ADVISOR CENTER, LLC

CRD 109238 · SEC 801-57511

AUM

$8.1B

Regulatory assets under management

Employees

190

69,645 client accounts

Services offered by FINANCIAL ENGINES ADVISOR CENTER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ENGINES ADVISOR CENTER, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Stuart Bold offer?

Adam Stuart Bold specializes in Financial Planning, Investment Management.

What are Adam Stuart Bold's credentials?

Adam Stuart Bold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Stuart Bold located?

Adam Stuart Bold is based in OVERLAND PARK, Kansas, last registered with TMFS ADVISORS, LLC.

How does Adam Stuart Bold charge for services?

Adam Stuart Bold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS ADVISORS, LLC?

TMFS ADVISORS, LLC has approximately 190 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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