Thomas Wright has been an investment adviser representative at Prevail Innovative Wealth Advisors since November 2023, 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.
Thomas Wright works with retirement plan participants and plan sponsors at Prevail. He has been assisting individuals and businesses with their financial situation for over 30 years.
Thomas Wright’s longest registration was 6 years at Edward Jones (2013–2019). Before joining Prevail Innovative Wealth Advisors in 2023, Thomas Wright was registered through Prudential Financial Planning Services and Edward Jones.
- – present · 2 yearsLeawood, KS · Adviser representative · Firm CRD 288641
- Prudential Financial Planning Services– · 3 yearsSt. Louis, MO · Adviser representative · Firm CRD 5685
- Edward Jones– · 6 yearsPeculiar, MO · Adviser representative · Firm CRD 250
- Financial Telesis, Inc.– · 1 yearGrain Valley, MO · Adviser representative · Firm CRD 31012
- Bukaty Companies O'Renick Wealth Management– · under a yearLeawood, KS · Adviser representative · Firm CRD 106766
- NRP Advisors, Inc.– · 2 yearsLeawood, KS · Adviser representative · Firm CRD 141430
- LPL Financial Corporation– · 2 yearsLeawood, KS · Adviser representative · Firm CRD 6413
- Waddell & Reed, Inc.– · under a yearKansas City, MO · Adviser representative · Firm CRD 866
- Charles Schwab & Co., Inc.– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 5393
Professional designations
Listed by Prevail Innovative Wealth Advisors
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Plan Fiduciary (CPFA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Thomas Wright is registered as an investment adviser representative in 2 states. Each was approved in November 2023.
- KansasSince 7 November 2023
- MissouriSince 7 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 April 2003 |
| Series 7 | General Securities Representative Examination | 2 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 December 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Thomas Richard Wright
- CRD
- 2083074
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- October 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prevailiws.com
Where does Thomas Wright work?
Thomas Wright is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Wright a financial advisor?
Yes. Thomas Wright has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since November 2023.
How many years of experience does Thomas Wright have?
Thomas Wright has 33 years in the financial industry, since October 1993, across 9 adviser firms.
What exams has Thomas Wright passed?
Thomas Wright has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1992. FINRA credited Thomas Wright with the SIE, which began in October 2018.
Where did Thomas Wright work before Prevail Innovative Wealth Advisors?
Before Prevail Innovative Wealth Advisors, Thomas Wright was registered through Edward Jones, September 2013 to September 2019; Financial Telesis, Inc., January 2012 to August 2013; Bukaty Companies O'Renick Wealth Management, October 2010 to August 2011; NRP Advisors, Inc., January 2008 to December 2010; LPL Financial Corporation, October 2005 to January 2008; Waddell & Reed, Inc., April 2005 to November 2005; Charles Schwab & Co., Inc., April 2003 to January 2005.
Where is Thomas Wright based?
Thomas Wright’s registered office is in Leawood, KS.
Is Thomas Wright registered with FINRA?
No. Thomas Wright has no current broker registration.
How can I verify Thomas Wright’s record?
Search CRD 2083074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Wright’s full registration record.
