RS
RS

Robert Alan Shay

4 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

Robert is a producer/associate at Tax Favored Benefits since April 2021, spending nearly full-time hours there, and an Investment Adviser Representative of an Independent RIA since August 2022, dedicating about a quarter of his time. He sells insurance products.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLC
September 2021 - Present · 4 yrs 5 mos
Ameritas Investment Company, LLCBroker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
October 2021 - November 2021 · 1 mo
State Registrations15 states
AZCACOFLGAIAILINKSKYMONMOHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Alan Shay - Financial Advisor | TrueAdvisor