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James Edward Meyer

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

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Current Employers
Prevail Innovative Wealth Advisors, Llc

4745 W. 136Th Street, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-12-09
  • KS RA
    APPROVED
    Since 2024-12-09

Branch Locations

4745 W. 136Th Street, Leawood, KS 66224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prevail Innovative Wealth Advisors, Llc Leawood KS 10/2024 Present
Macy'S Overland Park KS 06/2012 05/2017
Gardner Parks And Recreation Gardner KS 05/2016 08/2020
Capitol Federal Savings Bank Overland Park KS 11/2016 09/2024
Johnston & Murphy Overland Park KS 10/2022 Present
  • 10/2024 → Present
    Prevail Innovative Wealth Advisors, Llc
    Leawood, KS
  • 06/2012 → 05/2017
    Macy'S
    Overland Park, KS
  • 05/2016 → 08/2020
    Gardner Parks And Recreation
    Gardner, KS
  • 11/2016 → 09/2024
    Capitol Federal Savings Bank
    Overland Park, KS
  • 10/2022 → Present
    Johnston & Murphy
    Overland Park, KS
Other Businesses

JOHNSTON & MURPHY SALES ASSOCIATE SINCE 10/2022 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

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GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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