Craig Hallier has been an investment adviser representative at TFB Advisors since August 2022, and is not listed among the firm’s executive officers or direct owners.
TFB Advisors, LLC is an Overland Park, KS firm with $840M under management, 1,355 clients and 19 advisers across 7 offices, as of its April 2026 filing.
Craig Hallier’s longest registration was 15 years at Ameritas Advisory Services (2006–2021). Before joining TFB Advisors in 2022, Craig Hallier was registered through Ameritas Advisory Services, LLC and Ameritas Advisory Services.
- TFB Advisors, LLCCurrent– present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 321870
- Ameritas Advisory Services, LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 317245
- Ameritas Advisory Services– · 15 yearsLincoln, NE · Adviser representative · Firm CRD 14869
- Carillon Investments, Inc– · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 14646
- Milliman USA, Inc.– · 1 yearShawnee Mission, KS · Adviser representative · Firm CRD 112245
Investment adviser representative registrations
Craig Hallier is registered as an investment adviser representative in 2 states. Each was approved in August 2022.
- KansasSince 4 August 2022
- TexasSince 4 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 9 August 2007 |
| Series 24 | General Securities Principal Examination | 4 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 2003 |
| Series 7 | General Securities Representative Examination | 18 September 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 September 1992 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Craig M Hallier
- CRD
- 2224166
- Firm
- TFB Advisors · CRD 321870
- Office
- 4801 WEST 110TH STREET, SUITE 200, Overland Park, KS 66211
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Craig Hallier work?
Craig Hallier is an investment adviser representative registered through TFB Advisors, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Craig Hallier a financial advisor?
Yes. Craig Hallier has a current investment-adviser registration in Kansas and Texas, through TFB Advisors since August 2022.
How many years of experience does Craig Hallier have?
Craig Hallier has 24 years in the financial industry, since February 2002, across 5 adviser firms.
What exams has Craig Hallier passed?
Craig Hallier has passed 7 licensing exams: the Series 6, Series 65, Series 7, Series 63, Series 24, Series 53 and Series 52TO. The earliest, the Series 6, was passed in September 1992. FINRA credited Craig Hallier with the SIE, which began in October 2018.
Where did Craig Hallier work before TFB Advisors?
Before TFB Advisors, Craig Hallier was registered through Ameritas Advisory Services, June 2006 to November 2021; Carillon Investments, Inc, March 2004 to June 2006; Milliman USA, Inc., February 2002 to December 2003.
Where is Craig Hallier based?
Craig Hallier’s registered office is in Overland Park, KS.
Is Craig Hallier registered with FINRA?
Yes. Craig Hallier has a current broker registration, under CRD 2224166.
Source: FINRA BrokerCheck
How can I verify Craig Hallier’s record?
Search CRD 2224166 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Craig Hallier’s full registration record.
Jeffrey PytlinskiPresident- Matthew SwendimanChief Compliance Officer
- David WentzManaging Member
- William StappMember