Unclaimed Profile

William Grant Stapp

TFB ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredTFB ADVISORS, LLC

4801 WEST 110TH STREET, OVERLAND PARK, KS 66211CRD# 2792338Firm CRD# 321870

Profile Verification

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

Identity

William Grant Stapp · OVERLAND PARK, KS

Registration

CRD #2792338 · TFB ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

TFB ADVISORS, LLC

Aug 2022 – present

AMERITAS ADVISORY SERVICES, LLC

Nov 2021 – Jun 2023

Overland Park, KS

AMERITAS ADVISORY SERVICES

Jun 2006 – Nov 2021

OVERLAND PARK, KS

CARILLON INVESTMENTS, INC

Mar 2000 – Jun 2006

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 24, 2000

Years registered · 26

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 William Grant Stapp offer?

William Grant Stapp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are William Grant Stapp's credentials?

William Grant Stapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Grant Stapp located?

William Grant Stapp 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 William Grant Stapp charge for services?

William Grant Stapp'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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