Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Valparaiso has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Valparaiso, Indiana have an average of 28 years of experience.
Wesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | KOTYS WEALTH PROFESSIONALS 1111 Glendale Blvd, Suite 105 Valparaiso, IN, 46383 | $188,995,881 | 695 | 5 | A Percentage of AUM, Hourly charges, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
2 | LAUER WEALTH MANAGEMENT 196 E 112 S, Valparaiso, IN, 46383 | $120,592,318 | 816 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 168156
Assets Under Management $188,995,881
No. Of Clients695
Clients Per Financial Advisor139
KOTYS WEALTH PROFESSIONALS is a financial advisory firm situated in Valparaiso, Indiana. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289763
Assets Under Management $120,592,318
No. Of Clients816
Clients Per Financial Advisor272
LAUER WEALTH MANAGEMENT is a financial advisory firm situated in Valparaiso, Indiana. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.