Adam Michael Doran
Investment adviser representative at Prevail Innovative Wealth Advisors, LLC
21 yearsExperience
2 statesRegistered in
$931.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Massmutual/charter Oak FinancialJul 2021 to now
- Prevail Innovative Wealth Advisors, LLCOct 2020 to now
- Prevail Strategies, LLCMar 2019 to now
- Pennmutual/ps&g Financial PartnersJan 2018 to now
- OrvisAug 2020 to Oct 2020
- OrvisOct 2018 to Mar 2020
- Massmutual/synergy Wealth SolutionsJun 2018 to Jul 2021
- City of Bonner SpringsJan 2005 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Prevail Innovative Wealth Advisors, LLC
$931.8MAssets managed
822Clients
30Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7286843
- Firm CRD
- 288641