Vance Simon Wentz
Investment adviser representative at Tfb Advisors, LLC
18 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$840.2MFirm assets
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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
18 years in the industry.
- Tfb Advisors, LLCAug 2022 to now
- The Bar Retirement PlanJun 2018 to now
- Ameritas Investment Company, LLCJan 2018 to now
- Tax Favored BenefitsDec 2017 to now
- Ameritas Life Insurance CorpJun 2016 to now
- Ameritas Advisory Services, LLCNov 2021 to Jun 2023
- Tax Favored Benefits, Inc.Jun 2017 to Aug 2017
- EducationJan 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CO, IA, IL, KS, LA, MD, MO, NE, NM, OK, TX).
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
- 6902820
- Firm CRD
- 321870