William C. Male

TFB ADVISORS

Overland Park, KS 66211

Some features on this profile are disabled

CRD#: 1709584

Professional summary

William Craig Male, who also goes by Bill Male, William Male, is a registered financial advisor currently at TFB ADVISORS, LLC located in Overland Park, Kansas and AMERITAS INVESTMENT COMPANY, LLC located in Overland Park, Kansas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. William has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Male | William Male

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE SALES; PRODUCER; START DATE=10/2012; HRS/MO=10; TRADING HRS/MO=10; DEVELOP AND IMPLEMENT PACKAGED INSURANCE PRODUCTS TO SATISFY CUSTOMERS WANTS AND NEEDS * Creative One; 11460 Tomahawk Creek Pkwy, Leawood KS 66211; inv rel; sale of life insurance and annuity products; Agent; start date=05/2016; hrs/mo=2; trading hrs/mo=2; packaging and placing life insurance or annuity contracts * Foundational Financial Partners; same as branch; inv rel; sale and placement of suitable insurance, annuity and managed money products to clients in need; Agent; start date=05/2016; hrs/mo=60; trading hrs/mo=40; sale and placement of suitable insurance and securities products * TFB Advisors LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=100; trading hrs/mo=100; IAR of Independent RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Craig Male's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2022 - Present

TFB ADVISORS, LLC

Office #1: 4801 West 110th Street Suite 200, Overland Park, KS 66211

RIA

CRD#: 321870

Overland Park, KS

Current

January 30, 2013 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 4801 W. 110th Street Ste 200, Overland Park, KS 66211

CRD#: 14869

Overland Park, KS

Past

November 1, 2021 - June 30, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

OVERLAND PARK, KS

Past

March 28, 2013 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

August 21, 1991 - November 4, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

August 21, 1991 - November 4, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TFB ADVISORS, LLC

CRD#: 321870 / SEC#: 801-126142

RIA

Registered Investment Advisory firm - (7/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(1/9/2015)

California
(10/7/2013)

Colorado
(5/8/2017)

Illinois
(7/29/2016)

Iowa
(7/29/2016)

Kansas
(3/21/2013)

IAR

Kansas
(8/2/2022)

Missouri
(3/21/2013)

New York
(5/28/2013)

Texas
(4/4/2017)

IAR

Texas
(8/2/2022)

IAR

Wyoming
(1/29/2024)

Wyoming
(11/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/1991

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 10/11/1988

National Commodity Futures Examination

SRO Registrations

FINRA

Current Firm

TFB ADVISORS, LLC

CRD#: 321870 / SEC#: 801-126142

RIA

Registered Investment Advisory firm - (7/21/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(913) 648-5526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TFB ADVISORS, LLC (9/24/2025)

Regulatory assets under management

Total Number of Accounts	3,047
AUM (Assets Under Management)	$ 859,559,702

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lori Copeland

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Kyle Mylius

HUMANIZE WEALTH

IAR

Seattle, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William C. Male

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Craig Male's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

TFB ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2013

Series 63

Date: 7/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 1/29/2013

Series 6

Date: 8/19/1991

Series 3

Date: 10/11/1988

FINRA

Current Firm

TFB ADVISORS, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TFB ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors