Member · Prevail Innovative Wealth Advisors, LLC
Marcia K. Vander Wal
CRD 4524435 · Named on Form ADV at one SEC-registered adviser
At a glance
Prevail Innovative Wealth Advisors, LLC, an SEC-registered wealth manager based in Leawood, KS with $932 million in regulatory assets, lists Marcia K. Vander Wal on its Form ADV as Member.
Firms and roles
- Prevail Innovative Wealth Advisors, LLCMemberWealth manager · Leawood, KS · $932M in regulatory assets
AtlasMembers
Marcia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bradley C. LawingVice President and Member, Prevail Innovative Wealth Advisors, LLC
- Andrew F. StaffordChief Compliance Officer, President and Member, Prevail Innovative Wealth Advisors, LLC
- Heather A. RenfroMember, Prevail Innovative Wealth Advisors, LLC
- Kerry L. LawingChief Executive Officer and Member, Prevail Innovative Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marcia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.