HH
Heather A. Heckadon
PREVAIL INNOVATIVE WEALTH ADVISORS
LEAWOOD, KS 66224
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CRD#: 4569819
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Professional summary
Heather Ann Heckadon, CLU®, who also goes by Heather Ann Renfro, is a registered financial advisor currently at PREVAIL INNOVATIVE WEALTH ADVISORS, LLC located in Leawood, Kansas.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Heather has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather Ann Renfro
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PREVAIL STRATEGIES LLC - MINORITY OWNER/VICE PRESIDENT/ INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 6/2017 TO PRESENT. 4745 W. 136TH STREET, LEAWOOD, KS, 66224. INVESTMENT RELATED - 50/WK. THROUGH THE OWNERSHIP INTEREST OF PREVAIL STRATEGIES LLC, HEATHER HAS INDIRECT OWNERSHIP OF PREVAIL INNOVATIVE WEALTH ADVISORS, LLC AND PREVAIL INNOVATIVE REAL ESTATE OPPORTUNITIES, LLC. 2. INSURANCE AGENT - 4745 W. 136TH STREET, LEAWOOD, KS, 66224. 01/2006 TO PRESENT. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVCIES TO CLIENTS AND PROSPECTS. INVESTMENT RELATED - 50/WK. 3. ZURI KC, LLC - VILLAGE OF LOCH LLOYD, MO, 07/2020 TO PRESENT, DUTIES INCLUDE OWNER/MEMBER. RECEIVES FIXED LIFE INSURANCE AND DISABILITY COMPENSATION TO HELP MANAGE HOME OFFICE, MANAGE EXPENSES AND PAYROLL. INVESTMENT RELATED - 3/WK. 4. CADEN BLAKE, LLC - VILLAGE OF LOCH LLOYD, MO, 08/2020 TO PRESENT, DUTIES INCLUDE OWNER/MEMBER, PERSONAL HOUSEHOLD LLC. NON-INVESTMENT RELATED - 2/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Ann Heckadon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 1, 2021 - Present
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Office #1: 4745 W. 136th Street, Leawood, KS 66224RIA
CRD#: 288641
LEAWOOD, KS
Past
July 16, 2010 - July 17, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
OVERLAND PARK, KS
Past
August 19, 2002 - July 16, 2010
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LF WEALTH ADVISORS | PREVAIL RETIREMENT SOLUTIONS | PREVAIL IWA | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LF WEALTH ADVISORS, LLC
CRD#: 288641 / SEC#: 801-123758
RIA
Registered Investment Advisory firm - (4/19/2022 Approved)Kansas
Registered Investment Advisory firm - (4/20/2022 Terminated)Missouri
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/20/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(6/1/2021)
IAR
Missouri(6/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PI
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LF WEALTH ADVISORS | PREVAIL RETIREMENT SOLUTIONS | PREVAIL IWA | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LF WEALTH ADVISORS, LLC
CRD#: 288641 / SEC#: 801-123758
RIA
Registered Investment Advisory firm - (4/19/2022 Approved)Kansas
Registered Investment Advisory firm - (4/20/2022 Terminated)Missouri
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4745 W. 136th Street, Leawood, KS 66224
Mailing Address
Phone number
(913) 295-9500
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,953 |
| AUM (Assets Under Management) | $ 815,418,771 |
Red Flags
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Company Information
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD#: 288641Leawood, KS 66224TRUST BUT VERIFY
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