William
Male

Tfb Advisors, LLC

CRD#1709584
Investment Advisor
in Leawood, KS

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About this Advisor

William Male is a financial advisor based in Leawood, Kansas, working with Tfb Advisors, LLC. William has previously held positions at Tax Favored Benefits, Ameritas Life Insurance Corp, Ameritas Investment Company, LLC, Foundational Financial Partners, Ameritas Advisory Services, LLC, and Tfb Advisors, LLC. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas, Texas, and Wyoming. Currently, William 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

4801 West 110Th Street Suite 200
Leawood, KS 66211

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Tfb Advisors, LLC Brokerage Details

Total Assets Under Management

$720,697,409

KS Average: $2,243,162,756
Total Number of Employees

24

KS Average: 44
Total Number of Accounts

2,600

KS Average: 4,091
Average Account Size

$277,191

KS Average: $548,316

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

William Male Work History

2022 - Present (2 years)

Tfb Advisors, LLC

2016 - Present (8 years)

Foundational Financial Partners

2013 - Present (11 years)

Ameritas Investment Company, LLC

2012 - Present (12 years)

Tax Favored Benefits

2012 - Present (12 years)

Ameritas Life Insurance Corp

2021 - 2023 (2 years)

Ameritas Advisory Services, LLC

Disclosures

Please visit the SEC profile of William Male 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

Adam Bettis
Leawood, KS
Gordon Thorn
Leawood, KS
Nicolas Boyd
Leawood, KS
William Male
Leawood, KS
Connor O'Keefe
Leawood, KS
Robert Shay
Leawood, KS
Andrew Metzler
Prairie Village, KS
Thomas Mullinix
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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