Tobias Scheffler, CFP® in

Tobias Scheffler, CFP®

Enthusiast · DISC type i
Financial Planner at Prudential Financial
📍 Overland Park, Kansas, United States

Tobias Scheffler is a Financial Professional with Prudential Advisors, specializing in comprehensive, fee-based financial planning. With a background that includes a role at Edward Jones, he focuses on creating robust, tailored plans for his clients. He holds a Bachelor of Arts from Kansas State University.

Outside of his professional life, Tobias is a family man, identifying as a father and spouse. He is also an avid hiker and a passionate sports fan, incorporating these interests into his public identity.

Tobias began his career in the beverage industry, working as a sales consultant for craft and premium beer distributors before transitioning to finance.

Read the full overview →
Experience
20 Years
Current Role
Financial Planner
Location
Overland Park, Kansas, United States
Personality Overview

How Tobias shows up

Non-Confrontational
Consensus Focused
Optimistic

They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Tobias cares about

Holistic Financial Planning
Specializes in creating detailed and robust financial plans that are tailored to help clients clarify, understand, and quantify their financial goals.
Retirement Strategies
Actively shares content on preparing for retirement, covering topics like understanding Medicare, navigating common traps, and securing future income sources.
+5 more topics Login to view topics
Career

Work history

10-2016
Financial Planner
Prudential Financial
10-2016
Financial Professional
Prudential Advisors
10-2015 - 7-2016
Financial Advisor
Edward Jones
11-2011 - 10-2015
On Premise Craft Sales Consultant
Crawford Sales Company
12-2010 - 12-2011
Premium Beer Sales Rep.
Glazer's Distributors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
Bachelor of Arts
Kansas State University
1-1999 - 5-2005
Bachelor of Arts
Kansas State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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