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William Stapp

Investment adviser representative at TFB Advisors in Overland Park, KS

Investment adviser registrationUpdated

William Stapp is an investment adviser representative at TFB Advisors, LLC, an investment adviser managing $840M, and works from its Overland Park, KS office. William Stapp has been registered through TFB Advisors since 15 March 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

William Stapp has been an investment adviser representative at TFB Advisors since March 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.

  1. TFB Advisors, LLCCurrent
    – present · 1 year
    Overland Park, KS · Adviser representative · Firm CRD 321870

Credentials and registrations

Investment adviser representative registrations

William Stapp is registered as an investment adviser representative in Kansas, since March 2025.

  • KansasSince 15 March 2025

Examinations

Series 6514 March 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
William Kenneth Stapp
CRD
8027152
Firm
TFB Advisors · CRD 321870
Office
4801 WEST 110TH STREET, SUITE 200, Overland Park, KS 66211
Registration
Investment adviser registration
In the industry since
March 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does William Stapp work?

William Stapp is an investment adviser representative registered through TFB Advisors, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is William Stapp a financial advisor?

Yes. William Stapp has a current investment-adviser registration in Kansas, through TFB Advisors since March 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does William Stapp have?

William Stapp has 1 year in the financial industry, since March 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has William Stapp passed?

William Stapp passed the Series 65 in March 2025.

Source: IAPD individual record, checked 24 October 2026

Where is William Stapp based?

William Stapp’s registered office is in Overland Park, KS.

Source: IAPD individual record, checked 24 October 2026

Is William Stapp registered with FINRA?

No. William Stapp has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify William Stapp’s record?

Search CRD 8027152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Stapp’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at TFB Advisors

Sources

  1. IAPD individual record, CRD 8027152, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of TFB Advisors, LLC, filed 27 April 2026. Executive officers and direct owners; this person is not among them.
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