Adam
Bettis
Tfb Advisors, LLC
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About this Advisor
Adam Bettis is a financial advisor based in Leawood, Kansas, working with Tfb Advisors, LLC. Adam has previously held positions at Frontier Wealth Management LLC, Tax Favored Benefits, Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, and Tfb Advisors, LLC. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Adam is part of Tfb Advisors, LLC, which operates out of Leawood, Kansas. The firm has 6 offices and 24 employees. The firm manages assets totaling $720.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Tfb Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tfb Advisors, LLC Brokerage Details
$720,697,409
24
2,600
$277,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Bettis Work History
Tfb Advisors, LLC
Tax Favored Benefits
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Ameritas Advisory Services, LLC
Frontier Wealth Management LLC
Disclosures
Please visit the SEC profile of Adam Bettis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tfb Advisors, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Prairie Village, KS
Leawood, KS
Leawood, KS
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