Jeffrey E. Pytlinski

TFB ADVISORS

Overland Park, KS 66211

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CRD#: 3202398

Professional summary

Jeffrey Ethan Pytlinski is a registered financial advisor currently at TFB ADVISORS, LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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; FINANCIAL SERVICES FIRM FOCUSED ON FULL FINANCIAL PLANNING FOR INDIVIDUALS AND PROVIDING GROUP BENEFITS TO COMPANIES AND THEIR EMPLOYEES; PRESIDENT; START DATE=02/2019; HRS/MO=40; TRADING HRS/MO=40; GENERAL DAY TO DAY OPERATIONAL ACTIVITIES, OVERSIGHT OF EMPLOYEES, SETTING VISION & DIRECTION, LOOKING AT GROWTH THROUGH RECRUITING & BOOK OF BUSINESS PURCHASES * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=20; trading hrs/mo=20; responsible for overall management of firm, including financials, sales, operations, compliance, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ethan Pytlinski'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

Past

November 1, 2021 - June 30, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

OVERLAND PARK, KS

Past

May 11, 2011 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

OVERLAND PARK, KS

Past

June 30, 2006 - December 31, 2023

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

OVERLAND PARK, KS

Past

May 3, 1999 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/2/2022)

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.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/1/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TFB ADVISORS, LLC

CRD#: 321870 / SEC#: 801-126142

RIA

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

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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.

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Jeffrey E. Pytlinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ethan Pytlinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

TFB ADVISORS, LLC

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

Primary Firm SEC Registration

TFB ADVISORS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 5/1/1999

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

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