Brian Pfannenstiel has been an investment adviser representative at Prevail Innovative Wealth Advisors since January 2021, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
- – present · 5 yearsLeawood, KS · Adviser representative · Firm CRD 288641
Investment adviser representative registrations
Brian Pfannenstiel is registered as an investment adviser representative in 2 states. Each was approved in January 2021.
- KansasSince 19 January 2021
- MissouriSince 13 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Timothy Pfannenstiel
- CRD
- 7308999
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136th STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Pfannenstiel work?
Brian Pfannenstiel is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Pfannenstiel a financial advisor?
Yes. Brian Pfannenstiel has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since January 2021.
How many years of experience does Brian Pfannenstiel have?
Brian Pfannenstiel has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has Brian Pfannenstiel passed?
Brian Pfannenstiel passed the Series 65 in January 2021.
Where is Brian Pfannenstiel based?
Brian Pfannenstiel’s registered office is in Leawood, KS.
Is Brian Pfannenstiel registered with FINRA?
No. Brian Pfannenstiel has no current broker registration.
How can I verify Brian Pfannenstiel’s record?
Search CRD 7308999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Pfannenstiel’s full registration record.
