Kotys Wealth Professionals

Kotys Wealth Professionals (CRD# 168156) is a financial advisory firm headquartered in Valparaiso, IN. They manage $223,430,054 in 727 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    727
    ACCOUNTS
  • Average Account Value
    $307,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, IL, IN, MI

Financial Advisors at Kotys Wealth Professionals
Showing 1 - 3 of 3 top financial advisors.
1
Ryan A. Kotys
CRD#: 4634940
1111 Glendale Blvd, Suite 105, Valparaiso, IN 46383

Ryan Kotys (CRD# 4634940) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 15 years of experience in the finance industry.

2
Wesley M. Kotys
CRD#: 4051934
1111 Glendale Blvd, Suite 105, Valparaiso, IN 46383

Wesley Kotys (CRD# 4051934) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 24 years of experience in the finance industry.

3
Mark Rosinski
CRD#: 7008895
1111 Glendale Blvd, Suite 105, Valparaiso, IN 46383

Mark Rosinski (CRD# 7008895) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 5 years of experience in the finance industry.

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