Madison Parker (CRD# 6896868) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry. Madison Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | Jan 2024 - Current | < 1 |
| Usa Financial Securities Corporation | Overland Park, KS | Oct 2018 - Jan 2024 | 5 |
| Parker Financial Group | Overland Park, KS | Jan 2011 - Jan 2024 | 13 |
| Cornerstone Securities | Leawood, KS | Jan 2018 - Oct 2018 | < 1 |
| Olathe East High School | Olathe, KS | Aug 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
- KS
-
Total Assets Under Management380MILLIONS
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Total Number of Accounts1,201ACCOUNTS
-
Average Account Value$316,180
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, FL, GA, IA, KS, MO, NE, NV, OK, PA, TX
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