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Samuel Boers

TFB ADVISORS
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 7920844
SB

Professional summary

Samuel Boers, who also goes by Sam Boers, is a registered financial advisor currently at TFB ADVISORS, LLC located in Overland Park, Kansas.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samuel has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sam Boers

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Boers'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

September 17, 2025 - Present

TFB ADVISORS, LLC

Office #1: 4801 West 110th Street Suite 200, Overland Park, KS 66211
RIA
CRD#: 321870
Overland Park, KS

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".
TA
TFB ADVISORS, LLC
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
Kansas
(9/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2024
Securities Industry Essentials Examination

Current Firm

TA
TFB ADVISORS, LLC
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
35

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,047
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.

Company Information

TFB ADVISORS, LLC

CRD#: 321870Overland Park, KS 66211

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