NB
NB

Nicolas Michael - Anthony Boyd

9 Years of Experience
Sells 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

Nicolas works full-time at Tax Favored Benefits providing retirement plans and financial advisory services, and also provides insurance services. He is also an Investment Adviser Representative for TFB Advisors, LLC, an independent RIA, working full-time.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
January 2017 - November 2021 · 4 yrs 10 mos
Ameritas Investment Company, LLCBroker
October 2016 - March 2025 · 8 yrs 5 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.
Nicolas Michael - Anthony Boyd - Financial Advisor | TrueAdvisor