Randy Bratton

CLU®- Chartered Life Underwriter
AIF® - Accredited Investment Fiduciary

Serving clients with a veteran team of financial experts
✝️ “Without counsel plans fail, but with many advisers they succeed”
Proverbs 15:22

Unconventional times deserve unconventional strategies.

  • Transfer assets into a tax free environment
  • Leverage existing assets to a greater return
  • Use market volatility as an advantage with actively managed portfolios
  • Diversify with alternative assets by incorporating private real estate


At Prevail, we do things differently. We don’t simply manage your wealth. We help you create it.

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Background

Randy is an Investment Advisor Representative, Chartered Life Underwriter, and Accredited Investment Fiduciary at Prevail Strategies. He serves executives and business owners in the areas of investments, insurance, and risk management. His focus is retirement planning, tax diversification, and addressing the over-concentration of personal wealth trapped in a business. He helps clients slow down, think through, and implement the needed planning processes. His focus is retirement planning, tax diversification, and addressing the over-concentration of personal wealth trapped in a business. He helps clients slow down, think through, and implement the needed planning processes. Prevail uses a highly intentional, team-based approach, connecting clients with multiple advisors with different areas of expertise. The result is concierge-level service that can effectively serve clients for their entire financial life cycle.

Prior to joining Prevail in 2017, Randy and his partners operated for 25 years as a multi-carrier national life insurance brokerage agency, onboarding sales teams in 35 states. His work allowed him to travel the country, supporting financial advisors, property/casualty agencies, and investment professionals with life insurance solutions, case design, and underwriting services.

When he’s not working, Randy serves as Board Vice President for Father’s Club, a 501(c)(3) nonprofit organization. Randy’s roles within the organization include fundraising and Tournament Director for their annual Mission Cup golf tournament. Randy also stays busy with the men’s ministry in his church, and serves regularly with the Kansas-based Men’s Encounter retreat. Randy resides in Overland Park, Kansas, and has been married to Marlo for 25 years. Randy and Marlo have three grown children; a son and two daughters.

Top skills
• Investments • Insurance Planning • Wealth Management Services
• Retirement Income Strategies • 401(k) Rollovers

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We don’t just manage your wealth; we help you create it!

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