Bryan M Farwell

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

• 12/2014 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2014 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 12/2021
  Woodbury Financial Services, Inc.
  Overland Park, KS
• 01/2022 → Present
  Prevail Innovative Wealth Advisors
  Leawood, KS
• 01/2022 → Present
  Prevail Strategies, Llc
  Leawood, KS

Previous Registrations

• 2019-03-01 → 2021-12-31
  Woodbury Financial Services, Inc.
  Overland Park, KS
• 2014-12-08 → 2019-03-01
  Questar Asset Management, Inc.
  Leawood, KS
  Minneapolis, MN
  Overland Park, KS
  Overland Park, KS
• 2014-04-17 → 2014-12-03
  Bmo Harris Financial Advisors, Inc.
  Kansas City, MO
• 2010-12-23 → 2012-05-25
  Bancwest Investment Services, Inc.
  Overland Park, KS
  Lees'S Summit, MO

Other Businesses

1) INSURANCE AGENT - 1/2018 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 20 HRS/MONTH ON THIS ACTIVITY, 15 HRS/MONTH DURING TRADING HOURS. 4745 W 136TH STREET, LEAWOOD, KS 66224. 2) PHB REALTY COMPANY, LLC, DBA BETTER HOMES AND GARDENS REAL ESTATE KANSAS CITY HOMES - REALTOR. NOT INVESTMENT RELATED. REFER ALL REAL ESTATE BUSINESS AND DUTIES TO SPOUSE. NO TIME SPENT ON THIS ACTIVITY. 3740 W 106TH STREET, LEAWOOD, KS 66206.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22