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Adam Michael Doran

Prevail Innovative Wealth Advisors, LLC

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About Adam Michael Doran

Adam Michael Doran is an Investment Advisor Representative at Prevail Innovative Wealth Advisors, LLC in Leawood, Kansas. Adam has been in the industry since 2018 and holds a Series 65 license. Adam is registered with the states of Kansas and Missouri. Adam specializes in Financial Planning, Pension Consulting, and Variable Annuity & Life Sub-Account Management. Adam works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

Firm Information

Adam Doran is currently registered with Prevail Innovative Wealth Advisors, LLC. Prevail Innovative Wealth Advisors, LLC is an independent, fee-only firm that provides personalized financial advice to individuals and families. Founded in Leawood, KS, the firm has over 500 million dollars in assets under management. Prevail offers a range of services, including financial planning, investment management, and retirement planning. With a team of experienced professionals, Prevail provides clients with a comprehensive approach to managing their wealth and achieving their financial goals.
Prevail Innovative Wealth Advisors, LLC

4745 W. 136TH STREET

LEAWOOD, KS 66224

$501.25M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuity & life sub-account management

Variable annuity & life sub-account management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Doran’s Registration & Firm History

KS

11/18/2020 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

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Licenses & Designations

IA

Issued 11/18/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Michael Doran.
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