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Prevail Innovative Wealth Advisors, LLC CRD 288641
$932M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Strategies | Leawood | KS | 12/2017 | Present |
| Netstreet Brokerage | Nashville | TN | 01/2008 | Present |
| Prevail Innovation Wealth Advisors, Llc | Leawood | KS | 07/2021 | Present |
1) INSURANCE AGENT AT PREVAIL INNOVATIVE WEALTH STRATEGIES - 12/2017 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 4745 W. 136ST, LEAWOOD, KS 66224.TIME SPENT ON THIS ACTIVITY - 6 1/2HOURS DAILY DURING TRADING HOURS. 2)INSURANCE AGENT AT NETSTREET BROKERAGE - 01/2008 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.15704 OUTLOOK STREET, OVERLAND PARK, KS 66223.TIME SPENT ON THIS ACTIVITY - 10 HOURS PER MONTH NOT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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