Bryan Farwell has been an investment adviser representative at Prevail Innovative Wealth Advisors since January 2022, 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.
Bryan Farwell leads Prevail's Corporate Retirement Division and has more than two decades of experience in the financial services industry. His experience includes serving as chief executive officer, advisor and principal of an investment management firm and as director of private banking and regional sales manager at a regional bank. He has also been an Investment Advisory Voting Committee member.
Bryan Farwell’s longest registration is the current one, 4 years at Prevail Innovative Wealth Advisors since 2022. Before joining Prevail Innovative Wealth Advisors in 2022, Bryan Farwell was registered through Woodbury Financial Services, Inc. and Questar Asset Management, Inc.
- – present · 4 yearsLeawood, KS · Adviser representative · Firm CRD 288641
- Woodbury Financial Services, Inc.– · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 421
- Questar Asset Management, Inc.– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 133358
- Bmo Harris Financial Advisors, Inc– · under a yearKansas City, MO · Adviser representative · Firm CRD 137115
- Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 29357
Investment adviser representative registrations
Bryan Farwell is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- KansasSince 6 January 2022
- MissouriSince 6 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 26 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2010 |
| Series 7 | General Securities Representative Examination | 16 February 2010 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan M Farwell
- CRD
- 5726318
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prevailiws.com
Where does Bryan Farwell work?
Bryan Farwell is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Farwell a financial advisor?
Yes. Bryan Farwell has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since January 2022.
How many years of experience does Bryan Farwell have?
Bryan Farwell has 14 years in the financial industry, since June 2012, across 5 adviser firms.
What exams has Bryan Farwell passed?
Bryan Farwell has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in February 2010. FINRA credited Bryan Farwell with the SIE, which began in October 2018.
Where did Bryan Farwell work before Prevail Innovative Wealth Advisors?
Before Prevail Innovative Wealth Advisors, Bryan Farwell was registered through Woodbury Financial Services, Inc., March 2019 to December 2021; Questar Asset Management, Inc., December 2014 to March 2019; Bmo Harris Financial Advisors, Inc, April 2014 to December 2014; Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis, December 2010 to May 2012.
Where is Bryan Farwell based?
Bryan Farwell’s registered office is in Leawood, KS.
Is Bryan Farwell registered with FINRA?
No. Bryan Farwell has no current broker registration.
How can I verify Bryan Farwell’s record?
Search CRD 5726318 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Farwell’s full registration record.
