William Grant Stapp

Employer firm

Tfb Advisors, LLC CRD 321870

$840M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 07/1995 → Present
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 01/2011 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 01/2000 → Present
  Tfb Group Services, Llc
  Overland Park, KS
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → Present
  Tfb Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2021-11-01 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
• 2006-06-30 → 2021-11-01
  Ameritas Investment Company, Llc
  Overland Park, KS
• 2000-03-24 → 2006-06-30
  Carillon Investments, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

TAX FAVORED BENEFITS, INC.; SAME AS BRANCH; INV REL; SELL RETIREMENT PLANS, FINANCIAL PRODUCTS, INSURANCE PRODUCTS; PRODUCER; START DATE=07/1995; HRS/MO=168; TRADING HRS/MO=168; SALES/PRODUCER-SELL FINANCIAL PRODUCTS * TFB GROUP SERVICES, LLC; SAME AS BRANCH; INV REL; EMPLOYER-BASED HEALTH INSURANCE SALES; PRODUCER; START DATE=01/2000; HRS/MO=1; TRADING HRS/MO=1; PRODUCER * The Bar Retirement Plan; same as branch; inv rel; qualified retirement plan called a Multiple Employer Plan (MEO) that uses the Ameritas Elite platform as its investment vehicle; Agent; start date=03/2018; hrs/mo=20; trading hrs/mo=20; offer the plan to employers * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=160; trading hrs/mo=160; IAR of hybrid RIA * Notre Dame de Sion High School; 10631 Wornall Rd, Kansas City, MO 64114, USA; not inv rel; High School; Board of Trustees; hrs/mo=5; trading hrs/mo=5; * Vita's Place; 5514 Oak St., Kansas City, MO 64113; Restaurant; inv rel; no activities performed, just investment in business; hrs/mo=0; trading hrs/mo=0 *

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1996-09-03