Andrew
Stafford

Prevail Innovative Wealth Advisors, LLC

CRD#6161884
Investment Advisor
in Overland Park, KS

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About this Advisor

Andrew Stafford is a financial advisor working out of Overland Park, Kansas with a total of 6 years of relevant experience. Stafford is currently employed by Prevail Innovative Wealth Advisors, LLC. Stafford has gained experience at Cambridge Investment Research, Inc, Lawing Financial Inc, Lawing Financial, Inc, Prevail Strategies LLC and Prevail Innovative Wealth Advisors (F/K/A Lf Wealth Advisors). Stafford holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Kansas, Missouri and Texas. Prevail Innovative Wealth Advisors, LLC is a registered investment business headquartered in Overland Park, KS. The company has offices in three locations and a total of 26 employees. It administers $264 million in assets across its 992 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 992 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets. Prevail Innovative Wealth Advisors, LLC provides a number of services, including portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and other services. Financial advisory fees usually depend on which service is provided. However, fee types charged by Prevail Innovative Wealth Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4745 W. 136Th Street
Overland Park, KS 66224

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Prevail Innovative Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$263,670,634

KS Average: $2,243,162,756
Total Number of Employees

26

KS Average: 44
Total Number of Accounts

992

KS Average: 4,091
Average Account Size

$265,797

KS Average: $548,316

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other

Andrew Stafford Work History

Andrew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Prevail Strategies LLC

2017 - Present (7 years)

Prevail Innovative Wealth Advisors (F/K/A Lf Wealth Advisors)

2013 - 2017 (4 years)

Cambridge Investment Research, Inc

2013 - 2013 (< 1 year)

Lawing Financial Inc

2013 - 2017 (4 years)

Lawing Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Stafford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prevail Innovative Wealth Advisors, LLC

Andrew Stafford
Overland Park, KS
Bryan Farwell
Overland Park, KS
Jordan Chapman
Overland Park, KS
Roger Irie
Overland Park, KS
Stephen Underwood
Overland Park, KS
Craig Gordon
Overland Park, KS
Jonathan Staton
Overland Park, KS
Michael Sanchez
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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