Craig M Hallier

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

• 03/2003 → Present
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 06/2006 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2006 → 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

Previous Registrations

• 2021-11-01 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
• 2004-03-17 → 2006-06-30
  Carillon Investments, Inc.
  Overland Park, KS
  Overland Park, KS
• 2002-02-15 → 2003-12-17
  Milliman Advisors, Llc
  Shawnee Mission, KS

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS, INC; SAME AS BRANCH; INV REL; ADMINISTRATION OF RETIREMENT PLANS; INVESTMENT ANALYST; START DATE=03/2003; HRS/MO=35; TRADING HRS/MO=33; ASSIST PRODUCERS IN INVESTMENT RELATED ACTIVITIES AND PLAN ADMINISTRATION * TFB Advisors LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=30; trading hrs/mo=30; IAR of Independent RIA

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-18
• S65 Uniform Investment Adviser Law Examination
  2001-09-05

Designations

• Chartered Financial Analyst