linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Franklin Stafford

Prevail Innovative Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Franklin Stafford

Andrew Franklin Stafford is an investment advisor representative at Prevail Innovative Wealth Advisors, LLC. Andrew has been in the industry since 2013 and holds Series 7, Series 63, and Series 66 licenses. Andrew works with clients to help them reach their financial goals, and has experience with a variety of investment strategies and products. Andrew is also an insurance agent and owns multiple businesses in addition to Prevail Innovative Wealth Advisors, LLC.

Firm Information

Andrew Stafford is currently registered with Prevail Innovative Wealth Advisors, LLC. Prevail Innovative Wealth Advisors, LLC is an independent, fee-only firm that provides personalized financial advice to individuals and families. Founded in Leawood, KS, the firm has over 500 million dollars in assets under management. Prevail offers a range of services, including financial planning, investment management, and retirement planning. With a team of experienced professionals, Prevail provides clients with a comprehensive approach to managing their wealth and achieving their financial goals.
Prevail Innovative Wealth Advisors, LLC

4745 W. 136TH STREET

LEAWOOD, KS 66224

$501.25M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

variable annuity & life sub-account management

Variable annuity & life sub-account management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Stafford’s Registration & Firm History

KS

09/26/2017 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

MO

05/03/2013 - 08/15/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (Raymore MO)

Not sure if Andrew Franklin Stafford is right for you?

Licenses & Designations

BOTH

Issued 07/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Franklin Stafford.
Not sure if Andrew Franklin Stafford is right for you?