Barry Kendall Villaverde

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

• 03/2008 → Present
  Tax Favored Benefits
  Overland Park, KS
• 03/2008 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 03/2008 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → Present
  Tfb Advisors, Llc
  Overland Park, KS
• 08/2024 → Present
  Barry Villaverde You Tube Channel
  Belton, MO

Previous Registrations

• 2021-11-01 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; INSURANCE SALES; CUSTOMER SERVICE MANAGER; START DATE=03/2008; HRS/MO=120; TRADING HRS/MO=120; INSURANCE AGENT * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=10; trading hrs/mo=10; service to clients-individual and 401(k) participants * Studying and Understanding the Bible; same as residence; non inv rel; Bible Study; Owner; start date=04/2023; hrs/mo=10; trading hrs/mo=0; producing Bible study material * Barry Villaverde You Tube Channel; non inv rel; same as residence; Guitar tutorials; Content Creator; start date=08/2024; hrs/mo=8; trading hrs/mo=0; Make music-oriented content helpful to viewers

Exams

• S66 Uniform Combined State Law Examination
  2008-05-16