Samuel Boers has been an investment adviser representative at TFB Advisors since September 2025, 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.
- TFB Advisors, LLCCurrent– present · 1 yearOverland Park, KS · Adviser representative · Firm CRD 321870
Investment adviser representative registrations
Samuel Boers is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Arizona, in January 2026.
- ArizonaSince 2 January 2026
- KansasSince 17 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2025 |
| SIE | Securities Industry Essentials Examination | 6 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7920844
- Firm
- TFB Advisors · CRD 321870
- Office
- 4801 WEST 110TH STREET, SUITE 200, Overland Park, KS 66211
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Boers work?
Samuel Boers is an investment adviser representative registered through TFB Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Boers a financial advisor?
Yes. Samuel Boers has a current investment-adviser registration in Arizona and Kansas, through TFB Advisors since September 2025.
How many years of experience does Samuel Boers have?
Samuel Boers has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Samuel Boers passed?
Samuel Boers has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2024.
Where is Samuel Boers based?
Samuel Boers’ registered office is in Overland Park, KS.
Is Samuel Boers registered with FINRA?
No. Samuel Boers has no current broker registration.
How can I verify Samuel Boers’ record?
Search CRD 7920844 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Boers’ full registration record.
Jeffrey PytlinskiPresident- Matthew SwendimanChief Compliance Officer
- David WentzManaging Member
- William StappMember