Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors, LLC (CRD# 288641) is a financial advisory firm headquartered in Leawood, KS. They manage $379,732,335 in 1,201 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management380MILLION
-
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
Adam Doran (CRD# 7286843) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 3 years of experience in the finance industry.
Craig Gordon (CRD# 4568883) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 21 years of experience in the finance industry.
Heather Heckadon (CRD# 4569819) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 21 years of experience in the finance industry.
Roger Irie (CRD# 7378454) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 2 years of experience in the finance industry.
Brett Nelson (CRD# 6216179) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 9 years of experience in the finance industry.
Brian Pfannenstiel (CRD# 7308999) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 3 years of experience in the finance industry.
Jonathan Staton (CRD# 7513934) 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.
Stephen Underwood (CRD# 5798915) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 2 years of experience in the finance industry.