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Inactive

William Kenneth Stapp

Tfb Advisors, LLC

Overland Park, KS

CRD 8027152

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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:

Current Employers
Tfb Advisors, Llc

4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-15
  • KS RA
    APPROVED
    Since 2025-03-15

Branch Locations

4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reconstruct Kc Prairie Village KS 03/2020 08/2020
Unemployed Lawrence KS 09/2020 11/2020
Jayhawk Cafe Lawrence KS 11/2020 05/2023
Dimensional Innovations Overland Park KS 06/2023 12/2024
Tfb Advisors, Llc Overland Park KS 12/2024 Present
Unemployed Lawrence KS 03/2014 03/2020
  • 03/2020 → 08/2020
    Reconstruct Kc
    Prairie Village, KS
  • 09/2020 → 11/2020
    Unemployed
    Lawrence, KS
  • 11/2020 → 05/2023
    Jayhawk Cafe
    Lawrence, KS
  • 06/2023 → 12/2024
    Dimensional Innovations
    Overland Park, KS
  • 12/2024 → Present
    Tfb Advisors, Llc
    Overland Park, KS
  • 03/2014 → 03/2020
    Unemployed
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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