Vance Wentz 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.
Vance Wentz’s longest registration is the current one, 4 years at TFB Advisors since 2022. Before joining TFB Advisors in 2022, Vance Wentz 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– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Vance Wentz is registered as an investment adviser representative in 13 states. The first approvals date from August 2022; the most recent is Missouri, in May 2026.
- ArizonaSince 6 May 2026
- CaliforniaSince 27 April 2026
- ColoradoSince 27 April 2026
- IllinoisSince 27 April 2026
- IowaSince 27 April 2026
- KansasSince 5 August 2022
- LouisianaSince 27 April 2026
- MarylandSince 27 April 2026
- MissouriSince 29 May 2026
- NebraskaSince 27 April 2026
- New MexicoSince 28 April 2026
- OklahomaSince 27 April 2026
- TexasSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 March 2018 |
| Series 7 | General Securities Representative Examination | 24 January 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Vance Simon Wentz
- CRD
- 6902820
- 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
- January 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Vance Wentz work?
Vance Wentz 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 Vance Wentz a financial advisor?
Yes. Vance Wentz has a current investment-adviser registration in Arizona, California, Colorado, Illinois, Iowa, Kansas, Louisiana, Maryland, Missouri, Nebraska, New Mexico, Oklahoma and Texas, through TFB Advisors since August 2022.
How many years of experience does Vance Wentz have?
Vance Wentz has 8 years in the financial industry, since January 2018, across 3 adviser firms.
What exams has Vance Wentz passed?
Vance Wentz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2018. FINRA credited Vance Wentz with the SIE, which began in October 2018.
Where did Vance Wentz work before TFB Advisors?
Before TFB Advisors, Vance Wentz was registered through Ameritas Advisory Services, April 2018 to November 2021.
Where is Vance Wentz based?
Vance Wentz’s registered office is in Overland Park, KS.
Is Vance Wentz registered with FINRA?
Yes. Vance Wentz has a current broker registration, under CRD 6902820.
Source: FINRA BrokerCheck
How can I verify Vance Wentz’s record?
Search CRD 6902820 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Vance Wentz’s full registration record.
Jeffrey PytlinskiPresident- Matthew SwendimanChief Compliance Officer
- David WentzManaging Member
- William StappMember