Wesley
Kotys

Kotys Wealth Professionals

CRD#4051934
Investment Advisor
in Valparaiso, IN

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About this Advisor

Wesley Kotys is a certified financial planner based in Valparaiso, Indiana with a total of 10 years of relevant experience. Kotys is currently employed by Kotys Wealth Professionals. During their career, Kotys has held roles at Lpl Financial, LLC, Tkg Advisors, LLC and Gradient Securities, LLC. Kotys maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Kotys Wealth Professionals is a company operating out of Valparaiso, IN. It handles $189 million in assets under management between its 695 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 695 accounts, 43% are associated with high-net-worth individuals who have at least $1 million in assets. Kotys Wealth Professionals has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Kotys Wealth Professionals can include any blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

1111 Glendale Blvd Suite 105
Valparaiso, IN 46383

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Kotys Wealth Professionals Brokerage Details

Total Assets Under Management

$188,995,881

IN Average: $1,347,246,178
Total Number of Employees

5

IN Average: 46
Total Number of Accounts

695

IN Average: 1,775
Average Account Size

$271,937

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Wesley Kotys Work History

Wesley has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Tkg Advisors, LLC

2013 - 2015 (2 years)

Gradient Securities, LLC

2007 - 2013 (6 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Wesley Kotys 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

Ryan Kotys
Valparaiso, IN
Mark Rosinski
Valparaiso, IN
Wesley Kotys
Valparaiso, IN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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