Robert Alan Shay

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

• 04/2021 → Present
  Tax Favored Benefits
  Olathe, KS
• 04/2021 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 09/2011 → 10/2020
  The Capital Grille
  Kansas City, MO
• 04/2020 → 04/2021
  Unemployed- Received Benefits From Missouri Department Of Labor
  Kansas City, MO
• 08/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 08/2022 → Present
  Tfb Advisors, Llc
  Overland Park, KS
• 07/2023 → 09/2023
  Grinders Kc Event Venue
  Kansas City, MO

Previous Registrations

• 2021-11-12 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
  Lincoln, NE
• 2021-10-22 → 2021-11-12
  Ameritas Investment Company, Llc
  Stillwater, OK
  Clovis, NM
  Overland Park, KS

Other Businesses

TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; FINANCIAL FIRM, INSURANCE, SECURITIES; PRODUCER/ASSOCIATE; START DATE=04/2021; HRS/MO=175; TRADING HRS/MO=0; SELL INSURANCE PRODUCTS * TFB Advisors, LLC; same as branch; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=40; IAR of Independent RIA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-20

Other Names

• Bob Shay
• Robert Shay