Erik
Bagley
Kotys Wealth Professionals
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About this Advisor
Erik Bagley is a financial advisor based in Folsom, California, working with Kotys Wealth Professionals. Erik has previously held positions at Principal Life Insurance Company, Principal Securities Inc, California State Assembly, Spiritus Solutions, Axcient, and Kotys Wealth Professionals. Erik has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Erik is part of Kotys Wealth Professionals, which operates out of Folsom, California. The firm has 1 office and 8 employees. The firm manages assets totaling $223.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kotys Wealth Professionals includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kotys Wealth Professionals Brokerage Details
$223,430,054
8
727
$307,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Erik Bagley Work History
Kotys Wealth Professionals
Principal Life Insurance Company
Principal Securities Inc
California State Assembly
Spiritus Solutions
Axcient
Disclosures
Please visit the SEC profile of Erik Bagley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kotys Wealth Professionals
Folsom, CA
Valparaiso, IN
Valparaiso, IN
Valparaiso, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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