Adam Michael Doran

Employer firm

Prevail Innovative Wealth Advisors, LLC CRD 288641

$932M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  Prevail Innovative Wealth Advisors, Llc
  Springfield, MO
• 03/2019 → Present
  Prevail Strategies, Llc
  Leawood, KS
• 06/2018 → 07/2021
  Massmutual/Synergy Wealth Solutions
  Overland Park, KS
• 01/2018 → Present
  Pennmutual/Ps&G Financial Partners
  Brentwood, TN
• 10/2018 → 03/2020
  Orvis
  Leawood, KS
• 01/2005 → 01/2018
  City Of Bonner Springs
  Bonner Springs, KS
• 07/2021 → Present
  Massmutual/Charter Oak Financial
  Leawood, KS
• 08/2020 → 10/2020
  Orvis
  Leawood, KS

Other Businesses

Prevail Strategies, LLC: Insurance Agent, 4745 W. 136th Street, Leawood, KS 66224,03/2019 to present, selling various insurance products. 5 hours/month during trading hours. Innovative REI, LLC. Manager, Real Estate Properties, Not Investment Related, 1600 S. 44th St, Kansas City, KS, 66106 Duties include: signing checks, deposit checks, bookkeeping, select investments, monitor/manage investments. 2 hours/month during trading hours. Name of Entity: FFMJ LLC State of Domicile: Kansas Type of Business: Real Estate Investment My Ownership: 30% My Duties: Very little, but some analysis/due diligence of properties for purchase.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18