CO
CO

Connor O'keefe

3 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

Connor is involved with Tax Favored Benefits and TFB Advisors, LLC as a financial advisor and investment adviser representative, respectively, dedicating full-time hours to each. Connor also owns Connor O'Keefe Company, LLC, focusing on financial planning and investment management, which takes significantly more than full-time hours.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
Ameritas Advisory Services, LLC
March 2022 - June 2023 · 1 yr 3 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.