Wesley Kotys

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.

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Firm Start Year

No. of Employees

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Firm CRD#

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Advisory Services Provided

Investment Types

Can meet clients in the following ways

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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Financial Organization Memberships

Fee Structure

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Bachelor of Science - Business Administration

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Additional Detailed Disclosures

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