Thomas
Mullinix
Tfb Advisors, LLC
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About this Advisor
Thomas Mullinix is a financial advisor based in Leawood, Kansas, working with Tfb Advisors, LLC. Thomas has previously held positions at Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Tax Favored Benefits, C & R Brokerage, Inc, Foundational Financial Partners, Locus Real Estate & Capital, Ameritas Advisory Services, LLC, Tfb Advisors, LLC, and Tm Investments, Inc. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Montana. Currently, Thomas 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
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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
Thomas Mullinix Work History
Tfb Advisors, LLC
Foundational Financial Partners
C & R Brokerage, Inc
Tm Investments, Inc
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Tax Favored Benefits
Ameritas Advisory Services, LLC
Locus Real Estate & Capital
Disclosures
Please visit the SEC profile of Thomas Mullinix 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
Leawood, KS
Prairie Village, KS
Leawood, KS
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