The Kotys Group

The Kotys Group (CRD# 168156) is a financial advisory firm headquartered in Valparaiso, IN. They manage $53,506,615 in 513 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $104,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, IL, IN, TX

Financial Advisors at The Kotys Group
Showing 1 - 2 of 2 top financial advisors.
1
Wesley M. Kotys
CRD#: 4051934
175 Lincolnway, Suite D, Valparaiso, IN 46383
96
Wealthminder
score

Wesley Kotys (CRD# 4051934) is an Investment Advisor Representative working at The Kotys Group in Valparaiso, IN and has over 17 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.

2
Ryan A. Kotys
CRD#: 4634940
175 Lincolnway, Suite D, Valparaiso, IN 46383
93
Wealthminder
score

Ryan Kotys (CRD# 4634940) is an Investment Advisor Representative working at The Kotys Group in Valparaiso, IN and has over 8 years of experience in the finance industry.

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