Madison L. Parker
PREVAIL INNOVATIVE WEALTH ADVISORS
Leawood, KS 66224
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CRD#: 6896868
Professional summary
Madison Leigh Parker, CFP®, who also goes by Maddie Parker, is a registered financial advisor currently at PREVAIL INNOVATIVE WEALTH ADVISORS, LLC located in Leawood, Kansas.
Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Madison has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maddie Parker
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.
PARKER FINANCIAL GROUP, INC. 9200 INDIAN CREEK PARKWAY SUITE 180 OVERLAND PARK, KS 66210 INDEPENDENT CONTRACTOR/CONSULTANT OPERTIONS ADVICE, COACHING AND CONSULTING SINCE 01/2024 INSURANCE LICENSED FIXED ANNUITY AND INSURANCE SALES PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. She spends 1 hour month/week on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Madison Leigh Parker'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®
CFP®
Start date: 2017
Experience
Current
January 11, 2024 - Present
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Office #1: 4745 W. 136th Street, Leawood, KS 66224RIA
CRD#: 288641
Leawood, KS
Past
January 11, 2023 - January 11, 2024
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
OVERLAND PARK, KS
Past
October 1, 2018 - January 11, 2024
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
OVERLAND PARK, KS
Past
January 2, 2018 - October 1, 2018
CORNERSTONE SECURITIES LLC
RIA
CRD#: 140379
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(1/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2023
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD#: 288641Leawood, KS 66224TRUST BUT VERIFY
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