Valparaiso, IN 46383
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.
Firm Start Year
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts
Bachelor of Science - Business Administration
Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor.