William Kenneth Stapp
Investment adviser representative at Tfb Advisors, LLC
12 yearsExperience
1 stateRegistered in
$840.2MFirm assets
4 yearsFirm in business
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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
12 years in the industry.
- Tfb Advisors, LLCDec 2024 to now
- Dimensional InnovationsJun 2023 to Dec 2024
- Jayhawk CafeNov 2020 to May 2023
- UnemployedSep 2020 to Nov 2020
- Reconstruct KcMar 2020 to Aug 2020
- UnemployedMar 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8027152
- Firm CRD
- 321870