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Wade Robert Kotarba

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

CRD 8020892

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Employer firm

Prevail Innovative Wealth Advisors, LLC CRD 288641

$932M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Prevail Innovative Wealth Advisors, Llc

4745 W. 136Th Street, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-01
MO RA APPROVED 2025-01-01
  • KS RA
    APPROVED
    Since 2025-01-01
  • MO RA
    APPROVED
    Since 2025-01-01

Branch Locations

4745 W. 136Th Street, Leawood, KS 66224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prevail Innovative Wealth Advisors, Llc Leawood KS 10/2024 Present
City Lifestyle Kansas City MO 10/2023 08/2024
Siemens Healthineers Waltham MA 07/2021 10/2023
Interventional Specialty Group Carmel IN 11/2022 07/2023
Ge Healthcare Waukesha WI 07/2019 11/2022
Cardiva Santa Clara CA 07/2018 07/2019
Phillips Healthcare Rancho Cordova CA 03/2016 07/2018
  • 10/2024 → Present
    Prevail Innovative Wealth Advisors, Llc
    Leawood, KS
  • 10/2023 → 08/2024
    City Lifestyle
    Kansas City, MO
  • 07/2021 → 10/2023
    Siemens Healthineers
    Waltham, MA
  • 11/2022 → 07/2023
    Interventional Specialty Group
    Carmel, IN
  • 07/2019 → 11/2022
    Ge Healthcare
    Waukesha, WI
  • 07/2018 → 07/2019
    Cardiva
    Santa Clara, CA
  • 03/2016 → 07/2018
    Phillips Healthcare
    Rancho Cordova, CA
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30

View on SEC IAPD

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Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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