Kotys Wealth Professionals
Kotys Wealth Professionals (CRD# 168156) is a financial advisory firm headquartered in Valparaiso, IN. They manage $58,800,368 in 527 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts527ACCOUNTS
Average Account Value$111,576
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, IL, IN, TX
Wesley Kotys (CRD# 4051934) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 18 years of experience in the finance industry. Wesley Kotys has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Kotys (CRD# 4634940) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 9 years of experience in the finance industry.