Katie
Duncan
Prevail Innovative Wealth Advisors, LLC
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About this Advisor
Katie Duncan is a financial advisor based in Overland Park, Kansas, working with Prevail Innovative Wealth Advisors, LLC. Katie has previously held positions at Empower Retirement, Footers Catering, Oklahoma State University, World Youth Wind Orchestra Project, Zannotti's Wine Bar, Golden Events Group, Inc, Starbucks, Colorado State University, Aspen Coffee Company, Youth Fitness Zone, Instacart, and Prevail Innovative Wealth Advisors, LLC. Katie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Katie is part of Prevail Innovative Wealth Advisors, LLC, which operates out of Overland Park, Kansas. The firm has 3 offices and 31 employees. The firm manages assets totaling $379.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and other services. The fee structure at Prevail Innovative Wealth Advisors, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prevail Innovative Wealth Advisors, LLC Brokerage Details
$379,732,335
31
1,201
$316,180
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
Katie Duncan Work History
Prevail Innovative Wealth Advisors, LLC
Instacart
Empower Retirement
Footers Catering
Oklahoma State University
Zannotti'S Wine Bar
Golden Events Group, Inc
Starbucks
World Youth Wind Orchestra Project
Colorado State University
Aspen Coffee Company
Oklahoma State University
Youth Fitness Zone
Disclosures
Please visit the SEC profile of Katie Duncan 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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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