Roger Dale Irie

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

• 05/2021 → Present
  Prevail Innovative Wealth Strategies
  Leawood, KS
• 07/2012 → 03/2023
  Abbott Rapid Diagnostics - Cardiometabolic
  Lake Forest, IL

Other Businesses

1) Bluebird Oxygen LLC, Chief Operative Officer, 03/2001 to Present, Non- Investment Related, Duties Include Oxygen Concentrator Rentals, Operations and Marketing Development. 11716 W 1164th Place, Overland Park, KS 66221, Hours devoted to business per month: 40hrs, O during securities trading hours. 2) Insurance Agent at Prevail Innovative Wealth Strategies, 04/2021 to Present: Investment Related, Duties Include: Offering Insurance Products and Services to Clients and Prospects. 4745 W. 136th Street, Leawood, KS 66224, Time spent on this activity - 6 1/2 hours daily during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-18