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Bradley Christopher Lawing

Prevail Innovative Wealth Advisors, LLC

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About Bradley Christopher Lawing

Bradley Christopher Lawing is an Investment Advisor Representative at Prevail Innovative Wealth Advisors, LLC. Bradley has over 15 years of experience in the financial services industry. Bradley holds Series 66, Series 7 and SIE licenses. Bradley's areas of specialization include Asset Allocation, Portfolio Management, and Retirement Planning. Bradley has a strong background in helping individuals and families achieve their financial goals. In addition to his work at Prevail Innovative Wealth Advisors, LLC, Bradley is also involved in several other business ventures, including Prevail Strategies, LLC, where Bradley is a Vice President and Insurance Agent. Bradley is dedicated to providing his clients with the highest level of service and expertise.

Firm Information

Bradley Lawing 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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Bradley Lawing’s Registration & Firm History

KS

09/26/2017 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

MO

07/16/2010 - 08/24/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD MO)

KS

08/15/2007 - 07/16/2010

THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)

MO

04/05/2006 - 07/16/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)

KS

07/08/2005 - 03/10/2006

THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 07/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 11 public disclosures for Bradley Christopher Lawing. Review regulatory record here.
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