CO
CFP
CO
CFP

Connor O'keefe

4 Years of Experience
Broker

Connor O'keefe is a CFP-designated registered investment advisor, based in Overland Park, KS, with 4 years of industry experience.

Location

7500 College Blvd, Suite 650, Overland Park, KS, 66210

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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
Wealth Enhancement Advisory Services, LLC
March 2026 - Present · 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
March 2026 - Present · 1 mo
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 8 mos
Ameritas Investment Company, LLCBroker
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameritas Advisory Services, LLC
March 2022 - June 2023 · 1 yr 3 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Connor O'keefe - Financial Advisor | TrueAdvisor