Best Investors Account Sign in
Claim This Profile
Current Employers
Tfb Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2024-01-29
KS RA APPROVED 2022-08-02
TX RA APPROVED 2022-08-02
  • WY RA
    APPROVED
    Since 2024-01-29
  • KS RA
    APPROVED
    Since 2022-08-02
  • TX RA
    APPROVED
    Since 2022-08-02

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
Tax Favored Benefits Overland Park KS 10/2012 Present
Ameritas Life Insurance Corp Lincoln NE 10/2012 Present
Ameritas Investment Company, Llc Lincoln NE 01/2013 Present
Foundational Financial Partners Overland Park KS 05/2016 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 06/2023
Tfb Advisors, Llc Overland Park KS 08/2022 Present
  • 10/2012 → Present
    Tax Favored Benefits
    Overland Park, KS
  • 10/2012 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2013 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 05/2016 → Present
    Foundational Financial Partners
    Overland Park, KS
  • 11/2021 → 06/2023
    Lincoln, NE
  • 08/2022 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE SALES; PRODUCER; START DATE=10/2012; HRS/MO=10; TRADING HRS/MO=10; DEVELOP AND IMPLEMENT PACKAGED INSURANCE PRODUCTS TO SATISFY CUSTOMERS WANTS AND NEEDS * Creative One; 11460 Tomahawk Creek Pkwy, Leawood KS 66211; inv rel; sale of life insurance and annuity products; Agent; start date=05/2016; hrs/mo=2; trading hrs/mo=2; packaging and placing life insurance or annuity contracts * Foundational Financial Partners; same as branch; inv rel; sale and placement of suitable insurance, annuity and managed money products to clients in need; Agent; start date=05/2016; hrs/mo=60; trading hrs/mo=40; sale and placement of suitable insurance and securities products * TFB Advisors LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=100; trading hrs/mo=100; IAR of Independent RIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-19
S63 Uniform Securities Agent State Law Examination 1991-07-22
  • S66 Uniform Combined State Law Examination
    2013-03-19
  • S63 Uniform Securities Agent State Law Examination
    1991-07-22
Other Names
  • William Male
  • Bill Male

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor