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Matthew Wentworth Burleigh

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

CRD 2266885

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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:

Current Employers
Prevail Innovative Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-12-04
MO RA APPROVED 2024-12-04
  • KS RA
    APPROVED
    Since 2024-12-04
  • MO RA
    APPROVED
    Since 2024-12-04

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
Horizon Lihtc Fund Leawood KS 08/2022 07/2023
Unemployed Leawood KS 07/2023 07/2024
Prevail Innovative Wealth Advisors, Llc Leawood KS 12/2024 Present
Unemployed Leawood KS 04/2022 08/2022
Stonehawk Capital Advisors, Llc Overland Park KS 10/2018 04/2022
Gearpwer Capital, Llc Mission Hills KS 07/2016 07/2018
Self-Employed Leawood KS 07/2024 12/2024
  • 08/2022 → 07/2023
    Horizon Lihtc Fund
    Leawood, KS
  • 07/2023 → 07/2024
    Unemployed
    Leawood, KS
  • 12/2024 → Present
    Prevail Innovative Wealth Advisors, Llc
    Leawood, KS
  • 04/2022 → 08/2022
    Unemployed
    Leawood, KS
  • 10/2018 → 04/2022
    Stonehawk Capital Advisors, Llc
    Overland Park, KS
  • 07/2016 → 07/2018
    Gearpwer Capital, Llc
    Mission Hills, KS
  • 07/2024 → 12/2024
    Self-Employed
    Leawood, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-03
  • S63 Uniform Securities Agent State Law Examination
    1993-08-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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