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David Butler Wentz

Tfb Advisors, LLC

Overland Park, KS

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Current Employers
Tfb Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-03
KS RA APPROVED 2022-08-03
  • AZ RA
    APPROVED
    Since 2023-08-03
  • KS RA
    APPROVED
    Since 2022-08-03

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
Ameritas Investment Company, Llc Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Tax Favored Benefits Overland Park KS 12/2002 Present
Tfb Group Services, Llc Overland Park KS 04/2012 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 06/2023
Tfb Advisors, Llc Overland Park KS 08/2022 Present
Tfb Consulting, Llc Overland Park KS 08/2022 Present
  • 06/2006 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 12/2002 → Present
    Tax Favored Benefits
    Overland Park, KS
  • 04/2012 → Present
    Tfb Group Services, Llc
    Overland Park, KS
  • 11/2021 → 06/2023
    Lincoln, NE
  • 08/2022 → Present
    Overland Park, KS
  • 08/2022 → Present
    Tfb Consulting, Llc
    Overland Park, KS
Previous Registrations
  • 2021-11-01 → 2023-06-30
    Overland Park, KS
  • 2006-06-30 → 2021-11-01
    Ameritas Investment Company, Llc
    Overland Park, KS
    Lincoln, NE
    Omaha, NE
  • 1997-12-15 → 2006-06-30
    Carillon Investments, Inc.
    Overland Park, KS
    Overland Park, KS
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; RETIREMENT PLAN ADMINISTRATION; CEO; START DATE=12/2002; HRS/MO=10; TRADING HRS/MO=10; OVERALL ADMINISTRATION OF RETIREMENT PLANS * TFB GROUP SERVICES, LLC; SAME AS BRANCH; INV REL; GROUP INSURANCE BROKERAGE; PARTNER; START DATE=04/2012; HRS/MO=10; TRADING HRS/MO=10; SALES * The Bar Retirement Plan; same as branch; inv rel; qualified retirement plan called a Multiple Employer Plan (MEP) that uses the Ameritas Elite platform as its investment vehicle; Agent; start date=03/2018; hrs/mo=20; trading hrs/mo=20; offer plan to employers * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=30; manage RIA business * TFB Consulting, LLC; same as branch; llc for future creation of RIA; Member; start date=08/2022; hrs/mo=40; trading hrs/mo=30; manage RIA business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-06
S63 Uniform Securities Agent State Law Examination 1991-11-07
  • S65 Uniform Investment Adviser Law Examination
    1997-02-06
  • S63 Uniform Securities Agent State Law Examination
    1991-11-07

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