Craig Wells Gordon

Employer firm

Prevail Innovative Wealth Advisors, LLC CRD 288641

$932M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  Prevail Innovative Wealth Advisors, Llc
  Leawood, KS
• 10/2017 → Present
  Prevail Strategies, Llc
  Leawood, KS
• 04/2011 → 06/2017
  Premier National Benefits
  Overland Park, KS
• 06/2017 → 10/2017
  Unemployed
  Olathe, KS
• 03/2021 → Present
  Prevail Real Estate Opportunities
  Leawood, KS

Other Businesses

1) INSURANCE AGENT AT PREVAIL STRATEGIES, LLC - 10/2017 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 4745 W. 136TH STREET, LEAWOOD, KS 66224. 2) MEMBER & 10% OWNERSHIP OF PREVAIL REAL ESTATE OPPORTUNITIES, LLC, 03/2021 TO PRESENT, INVESTMENT RELATED, DUTIES INCLUDE REVIEWING POTENTIAL REAL ESTATE TRANSACTIONS. 10 HRS/WEEK SPENTON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-01
• S63 Uniform Securities Agent State Law Examination
  2002-09-11