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Vance Simon Wentz

7 Years of Experience
Broker
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 Activities

Vance is an associate at Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services, dedicating full-time and about a quarter of his time respectively. He is also an Investment Adviser Representative at TFB Advisors, LLC, an independent RIA, and a partner at OCC Investors, LCC with no operational duties.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
April 2018 - November 2021 · 3 yrs 7 mos
State Registrations10 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.