Thomas Baker Mullinix
Investment adviser representative at Tfb Advisors, LLC
16 yearsExperience
1 stateRegistered in
$840.2MFirm assets
4 yearsFirm in business
Are you Thomas Baker Mullinix? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Tfb Advisors, LLCAug 2022 to now
- Foundational Financial PartnersMay 2016 to now
- C & R Brokerage, Inc.Oct 2014 to now
- Tm Investments, Inc.May 2013 to now
- Tax Favored BenefitsJun 2010 to now
- Ameritas Investment Company, LLCMay 2010 to now
- Ameritas Life Insurance Corp.May 2010 to now
- Ameritas Advisory Services, LLCNov 2021 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Tfb Advisors, LLC
$840.2MAssets managed
1,355Clients
18Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5792865
- Firm CRD
- 321870