WM
WM

William Craig Male

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,047 clients
Average Client Portfolio
$282K average
Assets Under Management
$859.6M

Fee Structure

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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

William sells life and health insurance and develops packaged insurance products, dedicating a few hours per week. He also sells insurance, annuity, and managed money products, spending about a third of his time on this. Finally, William is an Investment Adviser Representative for TFB Advisors LLC, an independent RIA, spending nearly full-time hours on this.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
March 2013 - November 2021 · 8 yrs 8 mos
Pruco Securities CorporationBroker
August 1991 - November 1991 · 3 mos
The Prudential Insurance Company of AmericaBroker
August 1991 - November 1991 · 3 mos
State Registrations10 states
ARCACOIAILKSMONYTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Craig Male - Financial Advisor | TrueAdvisor