linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Gregory Underwood

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 Stephen? Claim Your Profile

About Stephen Gregory Underwood

Stephen Gregory Underwood is an investment advisor representative at Prevail Innovative Wealth Advisors, LLC. Stephen has been working in the financial services industry since 2014 and is licensed in Kansas and Texas. Stephen specializes in providing investment advice to individuals and high-net-worth individuals. He is also registered as an Investment Advisor Representative in Kansas and Texas. Stephen has a Series 65 license and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Stephen Underwood 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.

Stephen Underwood’s Registration & Firm History

KS

07/01/2021 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

Not sure if Stephen Gregory Underwood is right for you?

Licenses & Designations

IA

Issued 07/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Gregory Underwood.
Not sure if Stephen Gregory Underwood is right for you?