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Wade Robert Kotarba

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

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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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FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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