George Erwin Cater

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2014 → 05/2018
  Park University
  Parkville, MO
• 05/2024 → 09/2025
  Prevail Innovative Wealth Advisors, Llc
  Leawood, MO
• 05/2015 → 08/2018
  Pierpont'S At Union Station
  Kansas City, MO
• 06/2018 → 06/2021
  Eddie V'S
  Kansas City, MO
• 06/2021 → 03/2024
  Jj'S Restaurant
  Kansas City, MO
• 05/2023 → 05/2024
  New York Life
  Overland Park, KS
• 10/2020 → 05/2023
  Jacob Pratt Agency Llc
  Parkville, MO
• 10/2025 → 11/2025
  On Investment Management Company
  Cincinnati, OH
• 11/2025 → Present
  Blanc Champagne Bar
  Kansas City, MO
• 04/2026 → 07/2026
  Grant Capital
  Overland Park, KS
• 05/2026 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2026 → Present
  Grant Capital
  Overland Park, KS

Previous Registrations

• 2025-10-20 → 2025-11-17
  On Investment Management Co
  Lee's Summit, MO
• 2025-01-01 → 2025-09-24
  Prevail Innovative Wealth Advisors, Llc
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-30

Other Names

• George Erwin Cater