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Gary Randall Bratton

Prevail Innovative Wealth Advisors, LLC

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About Gary Randall Bratton

Gary Bratton is an Investment Advisor Representative at Prevail Innovative Wealth Advisors, LLC. Gary Bratton has been in the industry for more than 20 years and is registered in Kansas and Missouri. Gary Bratton specializes in portfolio management for individuals and provides investment advice to both high-net-worth individuals and individuals other than high-net-worth. Gary Bratton also offers variable annuity and life sub-account management services. Prior to joining Prevail Innovative Wealth Advisors, LLC, Gary Bratton was with Princor Financial Services Corporation, Woodbury Financial Services, Inc., Great American Advisors, Inc., and LSA Securities, Inc.

Firm Information

Gary Bratton 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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Gary Bratton’s Registration & Firm History

KS

07/21/2021 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

TN

06/30/2005 - 12/01/2006

PRINCOR FINANCIAL SERVICES CORPORATION (MEMPHIS TN)

MN

05/21/2004 - 06/07/2005

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

OH

03/10/2000 - 02/14/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

NE

03/04/1999 - 12/31/1999

LSA SECURITIES, INC. (LINCOLN NE)

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Licenses & Designations

IA

Issued 07/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Randall Bratton.
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