RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Bryan M Farwell
- Title
- Managing Director, Corporate Retirementreportedprevailiws.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/bryan-farwell-crps%E2%84%A2-aif%C2%AE-ppc%C2%AE-4347a0reportedprevailiws.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Prevail Innovative Wealth Advisors, LLC independent RIA currentsince Jan 6, 2022 · Leawood, Ks
- Woodbury Financial Services, Inc. formerMar 1, 2019 to Dec 31, 2021 · Overland Park, Ks
- Questar Asset Management, Inc. formerDec 8, 2014 to Mar 1, 2019 · Leawood, Ks
- Bmo Harris Financial Advisors, Inc formerApr 17, 2014 to Dec 3, 2014 · Kansas City, Mo
- Bancwest Investment Services, Inc. (Bwis) formerDec 23, 2010 to May 25, 2012 · Overland Park, Ks
- Woodbury Financial Services, Inc. to Prevail Innovative Wealth Advisors, LLCleft Dec 31, 2021, registered Jan 6, 2022 (6 days) · Affiliated broker-dealer or bank to independent RIA
- Questar Asset Management, Inc. to Woodbury Financial Services, Inc.left Mar 1, 2019, registered Mar 1, 2019 (0 days) · corporate re-registration, not a move
- Bmo Harris Financial Advisors, Inc to Questar Asset Management, Inc.left Dec 3, 2014, registered Dec 8, 2014 (5 days) · Other
- Bancwest Investment Services, Inc. (Bwis) to Bmo Harris Financial Advisors, Incleft May 25, 2012, registered Apr 17, 2014 (692 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address