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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 2022-01-06
MO RA APPROVED 2022-01-06
  • KS RA
    APPROVED
    Since 2022-01-06
  • MO RA
    APPROVED
    Since 2022-01-06

Branch Locations

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

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
Questar Capital Corporation Minneapolis MN 12/2014 03/2019
Questar Asset Management Minneapolis MN 12/2014 03/2019
Woodbury Financial Services, Inc. Overland Park KS 03/2019 12/2021
Prevail Innovative Wealth Advisors Leawood KS 01/2022 Present
Prevail Strategies, Llc Leawood KS 01/2022 Present
  • 12/2014 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 12/2014 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 12/2021
    Woodbury Financial Services, Inc.
    Overland Park, KS
  • 01/2022 → Present
    Prevail Innovative Wealth Advisors
    Leawood, KS
  • 01/2022 → Present
    Prevail Strategies, Llc
    Leawood, KS
Previous Registrations
  • 2019-03-01 → 2021-12-31
    Woodbury Financial Services, Inc.
    Overland Park, KS
  • 2014-12-08 → 2019-03-01
    Questar Asset Management, Inc.
    Leawood, KS
    Minneapolis, MN
    Overland Park, KS
    Overland Park, KS
  • 2014-04-17 → 2014-12-03
    Bmo Harris Financial Advisors, Inc.
    Kansas City, MO
  • 2010-12-23 → 2012-05-25
    Bancwest Investment Services, Inc.
    Overland Park, KS
    Lees'S Summit, MO
Other Businesses

1) INSURANCE AGENT - 1/2018 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 20 HRS/MONTH ON THIS ACTIVITY, 15 HRS/MONTH DURING TRADING HOURS. 4745 W 136TH STREET, LEAWOOD, KS 66224. 2) PHB REALTY COMPANY, LLC, DBA BETTER HOMES AND GARDENS REAL ESTATE KANSAS CITY HOMES - REALTOR. NOT INVESTMENT RELATED. REFER ALL REAL ESTATE BUSINESS AND DUTIES TO SPOUSE. NO TIME SPENT ON THIS ACTIVITY. 3740 W 106TH STREET, LEAWOOD, KS 66206.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-22
  • S66 Uniform Combined State Law Examination
    2010-12-22

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