Robert Shay (CRD# 7420716) is an Investment Advisor Representative working at Tfb Advisors, LLC in Overland Park, KS and has over 2 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 |
Ameritas Investment Company, LLC | Lincoln, NE | Aug 2021 - Current | 2 |
Tax Favored Benefits | Olathe, KS | Apr 2021 - Current | 3 |
Ameritas Life Insurance Corp | Lincoln, NE | Apr 2021 - Current | 3 |
Grinders Kc Event Venue | Kansas City, MO | Jul 2023 - Sep 2023 | < 1 |
Unemployed- Received Benefits From Missouri Department Of Labor | Kansas City, MO | Apr 2020 - Apr 2021 | 1 |
The Capital Grille | Kansas City, MO | Sep 2011 - Oct 2020 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- KS
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts2,600ACCOUNTS
-
Average Account Value$277,191
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, IL, IN, KS, MO, MT, NC, NE, NM, NY, OH, OK, OR, TX, WA, WY
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