Unclaimed Profile

Daniel Gerard Dolan

TFB ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record24 years registeredTFB ADVISORS, LLC

4801 WEST 110TH STREET, OVERLAND PARK, KS 66211CRD# 2104909Firm CRD# 321870

Profile Verification

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

Identity

Daniel Gerard Dolan · OVERLAND PARK, KS

Registration

CRD #2104909 · TFB ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 2026 – present

TFB ADVISORS, LLC

Aug 2022 – Mar 2026

OVERLAND PARK, KS

AMERITAS ADVISORY SERVICES, LLC

Nov 2021 – Jun 2023

OVERLAND PARK, KS

AMERITAS ADVISORY SERVICES

Jun 2006 – Nov 2021

OVERLAND PARK, KS

CARILLON INVESTMENTS, INC

Feb 2002 – Jun 2006

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 11, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFB ADVISORS, LLC

CRD 321870 · SEC 801-126142

AUM

$721M

Regulatory assets under management

Employees

2,600 client accounts

Services offered by TFB ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFB ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Gerard Dolan offer?

Daniel Gerard Dolan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Daniel Gerard Dolan's credentials?

Daniel Gerard Dolan holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Gerard Dolan located?

Daniel Gerard Dolan is based in OVERLAND PARK, Kansas, working with TFB ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Daniel Gerard Dolan charge for services?

Daniel Gerard Dolan's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFB ADVISORS, LLC?

TFB ADVISORS, LLC has approximately 24 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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