Wade Kotarba has been an investment adviser representative at Prevail Innovative Wealth Advisors since January 2025, 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.
- – present · 1 yearLeawood, KS · Adviser representative · Firm CRD 288641
Investment adviser representative registrations
Wade Kotarba is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- KansasSince 1 January 2025
- MissouriSince 1 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wade Robert Kotarba
- CRD
- 8020892
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Wade Kotarba work?
Wade Kotarba is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Wade Kotarba a financial advisor?
Yes. Wade Kotarba has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since January 2025.
How many years of experience does Wade Kotarba have?
Wade Kotarba has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Wade Kotarba passed?
Wade Kotarba passed the Series 65 in December 2024.
Where is Wade Kotarba based?
Wade Kotarba’s registered office is in Leawood, KS.
Is Wade Kotarba registered with FINRA?
No. Wade Kotarba has no current broker registration.
How can I verify Wade Kotarba’s record?
Search CRD 8020892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Kotarba’s full registration record.
