Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Nelson is a financial advisor with Prevail Innovative Wealth Advisors, LLC. Brett is based in Leawood, Kansas, and has been in the financial industry for over 10 years. Brett has a strong track record of success in providing financial advice to individuals, families, and businesses. Brett is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KS
01/27/2021 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
MO
05/28/2014 - 10/07/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEES SUMMIT MO)
IA
Issued 10/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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