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William Kenneth Stapp II

Investment Adviser Representative at TFB Advisors, LLC

Overland Park, KSCRD #8027152Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Kenneth Stapp II is an investment adviser representative with TFB Advisors, LLC in Overland Park, KS, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas.

Office

4801 West 110th Street, Suite 200
Overland Park, KS 66211

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/14/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TFB Advisors, LLCCurrent
3/15/2025 – Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Reconstruct KC
    Mar 2020 – Aug 2020Prairie Village, KS
  2. Unemployed
    Sep 2020 – Nov 2020Lawrence, KS
  3. Jayhawk Cafe
    Nov 2020 – May 2023Lawrence, KS
  4. Dimensional Innovations
    Jun 2023 – Dec 2024Overland Park, KS
  5. TFB Advisors, LLC
    Dec 2024 – no end date reportedOverland Park, KS
  6. Unemployed
    Mar 2014 – Mar 2020Lawrence, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TFB Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Subscription fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Income protection, risk management, retirement plans, and a full suite of wealth, investment and retirement planning services

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Income ProtectionRisk ManagementRetirement PlanningWealth ManagementInvestment Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
6
Main office:
Overland Park, KS
SEC file number:
801-126142

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 27, 2026

View full firm profile

Other advisors at TFB Advisors, LLC

Showing 12 of 17 in the directory

View TFB Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Kenneth Stapp II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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William Kenneth Stapp II (TFB Advisors) - Fees & Credentials