Ralph David Wentz
Financial advisor at Tfb Advisors LLC · Overland Park, KS
Last updated 2026-10-10
Claim your profileRalph David Wentz is a financial advisor at Tfb Advisors LLC in Overland Park, KS, CRD 704643. Licenses and exams on the registration: Series 63, Series 65. First registered 1998-07-20.
Registration
- CRD number
- 704643
- Registration status
- Active
- First registered
- 1998-07-20
- Years of experience
- 48
- States registered
- KS
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Consultant
Work history
- 2006-06 to Present · Ameritas Investment Company, LLC · Lincoln, NE
- 1978-01 to Present · Tax Favored Benefits Inc · Overland Park, KS
- 2006-06 to Present · Ameritas Life Insurance Corp · Lincoln, NE
- 2010-05 to Present · Ameritas Life Insurance Corp of New York · New York, NY
- 2012-04 to 2024-03 · Tfb Group Services, LLC · Overland Park, KS
- 2021-11 to 2023-06 · Ameritas Advisory Services, LLC · Lincoln, NE
- 2022-08 to Present · Tfb Advisors, LLC · Overland Park, KS
- 2010-06 to Present · B&W Investments, LLC · Overland Park, KS
Current employment
- Tfb Advisors, LLC · Overland Park, KS
Tfb Advisors LLC
- Regulatory AUM
- $840,165,115
- Registered advisors
- 18
- Offices
- 5
- Clients per advisor
- 75.3 (Moderate)
- Average AUM per client
- $620K (Low)
- High-net-worth client ratio
- 12.5% (Low)
Tfb Advisors LLC: advisors, services and reported ETF investments
Reported ETF positions
Tfb Advisors reports 87 ETF positions worth $144.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $16.7M |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $9.8M |
| IVV — iShares Core S&P 500 ETF | $9.5M |
| MGV — Vanguard Morningstar Mega Cap Value ETF | $6.9M |
| FBND — Fidelity Total Bond ETF | $6.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tfb Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $521.1K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $521.1K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $453.8K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | LMBS — First Trust Low Duration Opportunities ETF | $284.4K | Top 93.8% | Replicability (R²) 82.3% · Residual Sharpe 0.30 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tfb Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Pension Consultant
Location
4801 West 110th Street, Overland Park, KS 66211
18 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 913-648-5526
- Website: taxfavoredbenefits.com
Official record
Are you Ralph David Wentz?
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