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Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

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

Firm Start Year

2007

No.of Employees

5-9

CRD#

4051934

Firm CRD#

168156

Years of Experience in Financial Services

21

Number of Years with Current Firm

13

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Risk Management

Services

Investment Types

Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Via Phone, Our Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AAMS®

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business Administration

Indiana Wesleyan University
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Disclaimer

Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor.