Ralph Wentz (CRD# 704643) is an Investment Advisor Representative working at Tfb Advisors, LLC in Overland Park, KS and has over 37 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Tfb Advisors, LLC | Overland Park, KS | Aug 2022 - Current | 1 |
Tfb Group Services, LLC | Overland Park, KS | Apr 2012 - Current | 12 |
B&w Investments, LLC | Overland Park, KS | Jun 2010 - Current | 14 |
Ameritas Life Insurance Corp Of New York | New York, NY | May 2010 - Current | 14 |
Ameritas Investment Company, LLC | Lincoln, NE | Jun 2006 - Current | 18 |
Ameritas Life Insurance Corp | Lincoln, NE | Jun 2006 - Current | 18 |
Tax Favored Benefits Inc. | Overland Park, KS | Jan 1978 - Current | 46 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Jun 2023 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1987 |
S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- KS
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Total Assets Under Management721MILLIONS
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Total Number of Accounts2,600ACCOUNTS
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Average Account Value$277,191
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
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