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CFA

Craig Hallier

Tfb Advisors, LLC
24 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Hallier is a CFA-designated registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 24 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,355 clients with $840M in assets under management.

Tfb Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,355 clients
Average Client Portfolio
$620K average
Assets Under Management
$840.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.25% to 1.50% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4801 West 110th Street, Suite 200, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is a licensed independent insurance agent selling fixed insurance products. He also assists producers in investment-related activities and plan administration, and is an investment adviser representative for an independent RIA, spending about a quarter of his time on these activities.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
March 2004 - June 2006 · 2 yrs 3 mos
Carillon Investments, INC.Broker
September 2003 - June 2006 · 2 yrs 9 mos
Milliman USA, INC.
February 2002 - December 2003 · 1 yr 10 mos
State Registrations17 states
AZCACOFLGAIAILKSKYLAMDMONEOHORTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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