Adam Doran has been an investment adviser representative at Prevail Innovative Wealth Advisors since November 2020, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
Adam Doran helps real estate investors and business owners at Prevail grow their wealth through tax-efficient strategies. He focuses on strategies that build tax-free assets, keep money accessible when needed and create tax-free income for retirement.
- – present · 5 yearsLeawood, KS · Adviser representative · Firm CRD 288641
Professional designations
Listed by Prevail Innovative Wealth Advisors
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Adam Doran is registered as an investment adviser representative in 2 states. Each was approved in November 2020.
- KansasSince 18 November 2020
- MissouriSince 18 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam Michael Doran
- CRD
- 7286843
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prevailiws.com
Where does Adam Doran work?
Adam Doran is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Adam Doran a financial advisor?
Yes. Adam Doran has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since November 2020.
How many years of experience does Adam Doran have?
Adam Doran has 5 years in the financial industry, since November 2020, across 1 adviser firm.
What exams has Adam Doran passed?
Adam Doran passed the Series 65 in November 2020.
Where is Adam Doran based?
Adam Doran’s registered office is in Leawood, KS.
Is Adam Doran registered with FINRA?
No. Adam Doran has no current broker registration.
How can I verify Adam Doran’s record?
Search CRD 7286843 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Doran’s full registration record.
