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TFB ADVISORS, LLC
TFB ADVISORS, LLC
OVERLAND PARK, Kansas
·
8 registered advisors
·
CRD# 321870
SEC# 801-126142
6
913-648-5526
01
Firm Overview
AUM
$721M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TFB ADVISORS, LLC
8 registered advisors
Adam D Bettis
OVERLAND PARK, Kansas
CRD# 5352182
Daniel Gerard Dolan
OVERLAND PARK, Kansas
CRD# 2104909
David Butler Wentz
OVERLAND PARK, Kansas
CRD# 2165965
Gordon Lee Thorn
OVERLAND PARK, Kansas
CRD# 6476947
Jeffrey Ethan Pytlinski
OVERLAND PARK, Kansas
CRD# 3202398
Paul Joshua Selzer
OVERLAND PARK, Kansas
CRD# 1872827
Timothy J Gaigals
OVERLAND PARK, Kansas
CRD# 4719422
William Grant Stapp
OVERLAND PARK, Kansas
CRD# 2792338
05
Office Locations
OVERLAND PARK, Kansas
8 advisors
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Data sourced from SEC Form ADV filings. TFB ADVISORS, LLC (CRD# 321870) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.