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Adam Stuart Bold

TMFS ADVISORS, LLC·OVERLAND PARK, Kansas
Unclaimed Profile
7301 COLLEGE BOULEVARD, OVERLAND PARK, KS 66210CRD# 2246043Firm CRD# 109238
01

About

Adam Stuart Bold is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with TMFS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ENGINES ADVISOR CENTER, LLC
FINANCIAL ENGINES ADVISOR CENTER, LLC
AUM
$8.1B
Regulatory assets under management
Employees
190
Total firm employees
View all advisors at FINANCIAL ENGINES ADVISOR CENTER, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2246043
Firm CRD# 109238
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Stuart Bold offer?
Adam Stuart Bold specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
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, working with TMFS ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
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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City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
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