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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

Firm CRD#:    168156
Gender:    Male
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
CRD#:    4051934
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    13
States Willing to do Business in:    Northwest Indiana, Greater South Bend, Southwest Michigan, Southeast Chicagoland
 

Services

Investment Types:    Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Via email, Via phone, At my office
 

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 

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