Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan M. Farwell is a financial advisor registered with Prevail Innovative Wealth Advisors, LLC. Bryan has over 10 years of experience in the financial services industry and has held several positions at other firms before joining Prevail. Bryan holds the Series 7, Series 66, and SIE licenses and provides a variety of services to clients, including investment advice and portfolio management. Bryan is also an insurance agent and is a realtor with PhB Realty Company, LLC. Bryan is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
01/06/2022 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
KS
03/01/2019 - 12/31/2021
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
12/08/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OVERLAND PARK KS)
MO
04/08/2014 - 12/03/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
KS
12/16/2010 - 05/25/2012
BANCWEST INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
KS
02/17/2010 - 07/15/2010
WALNUT STREET SECURITIES, INC. (OVERLAND PARK KS)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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