Vance Simon Wentz

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

• 06/2017 → 08/2017
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 08/2008 → 12/2017
  Education
  Leawood, KS
• 01/2008 → 12/2017
  Education
  Overland Park, KS
• 12/2017 → Present
  Tax Favored Benefits
  Overland Park, KS
• 01/2018 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2016 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2018 → Present
  The Bar Retirement Plan
  Overland Park, KS
• 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

Other Businesses

Tax Favored Benefits; same as branch; inv rel; providing advisory services and comprehensive planning; Associate; start date=12/2017; hrs/mo=160; trading hrs/mo=32; sell products and service clients * The Bar Retirement Plan; same as branch; inv rel; providing 401(k) services to small and mid-sized law firms; Associate; start date=06/2018; hrs/mo=40; trading hrs/mo=40; 401(k) sales and services * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=40; IAR of Independent RIA * OCC Investors, LCC; non inv rel; 4622 Pennsylvania Ave, Ste 700, Kansas City, MO, 64112; Country Club; Partner; start date=10/2023; hrs/mo=0; trading hrs/mo=0; No operational duties.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26

Designations

• Certified Financial Planner

Other Names

• Vance Wentz
• Vance Simon Wentz