William Male 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.
William Male’s longest registration was 8 years at Ameritas Advisory Services (2013–2021). Before joining TFB Advisors in 2022, William Male 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– · 8 yearsLincoln, NE · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
William Male is registered as an investment adviser representative in 3 states. The first approvals date from August 2022; the most recent is Wyoming, in January 2024.
- KansasSince 2 August 2022
- TexasSince 2 August 2022
- WyomingSince 29 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 March 2013 |
| Series 7 | General Securities Representative Examination | 29 January 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 1991 |
| Series 3 | National Commodity Futures Examination | 11 October 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Full name
- William Craig Male
- CRD
- 1709584
- 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
- November 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Male work?
William Male 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 William Male a financial advisor?
Yes. William Male has a current investment-adviser registration in Kansas, Texas and Wyoming, through TFB Advisors since August 2022.
How many years of experience does William Male have?
William Male has 13 years in the financial industry, since November 2012, across 3 adviser firms.
What exams has William Male passed?
William Male has passed 5 licensing exams: the Series 3, Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 3, was passed in October 1988. FINRA credited William Male with the SIE, which began in October 2018.
Where did William Male work before TFB Advisors?
Before TFB Advisors, William Male was registered through Ameritas Advisory Services, March 2013 to November 2021.
Where is William Male based?
William Male’s registered office is in Overland Park, KS.
Is William Male registered with FINRA?
Yes. William Male has a current broker registration, under CRD 1709584.
Source: FINRA BrokerCheck
How can I verify William Male’s record?
Search CRD 1709584 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Male’s full registration record.
Jeffrey PytlinskiPresident- Matthew SwendimanChief Compliance Officer
- David WentzManaging Member
- William StappMember