Featured Business Financial Advisor in Valparaiso, IN
Valparaiso Financial Advisors
Kotys Wealth Professionals
175 Lincolnway, Suite D
Valparaiso, IN 46383
(219) 465-6924
Advisor Profile
Wesley Kotys, CFP, AAMS
Name:  Wesley Kotys, CFP, AAMS
Phone Number:  (219) 465-6924
Website:  Visit Website
Disclaimer
Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor.

About Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.

We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.
 

General Information

Gender:    Male
CRD#:    4051934
States Licensed in:    IL, IN, TX
States Willing to do Business in:    Beverly Shores,Cedar Lake,Chesterton,Crown Point,Demotte,Dyer,East Chicago,Gary,Hammond,Hebron,Highland,Hobart,Kouts,La Crosse,La Porte,Lowell,Merrillville,Michigan City,Munster,Portage,Saint John,Schererville,Union Mills,Wanatah,Westville,Wheatfield, Southeast Chicagoland
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    10
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 66
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Wesley Kotys, CFP, AAMS

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