Find Top Financial Advisors in Merrillville
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Qualifications of Financial Advisor in Merrillville
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Merrillville, Indiana | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Wesley Kotys, CFP®, AAMS®, Kotys Wealth Professionals |
175 Lincolnway, Suite D, Valparaiso, IN 46383 |
(219) 465-6924 |
| Lisa D. Cameron, Savant Investment Advisers, Inc. |
1135 W. 175th Street, Homewood, IL 60430 |
(708) 799-7477 |
| Erik Johnson, Financial Engines Advisors, LLC |
15625 South LaGrange Road, Orland Park, IL 60462 |
(708) 364-9200 |
| Ryan Joelson, Marc Lane Investments |
70 West Madison, Chicago, IL 60602 |
(630) 730-3875 |
| Michael Porrey, Jr., MBA CFP®, IHT Wealth Management |
123 N Wacker Drive, Chicago, IL 60606 |
(312) 895-7500 |
| Matt Duskey, Edelman Financial Services, LLC |
1515 W. 22nd St., Oak Brook, IL 60523 |
(888) 752-6742 |
| Matthew Personette, Financial Engines Advisors, LLC |
3021 Butterfield Road Suite 202, Hinsdale, IL 60523 |
(630) 368-1818 |
| Steve Czech, Financial Engines Advisors, LLC |
840 Willow Rd Suite P, Northbrook, IL 60062 |
(847) 498-3636 |
Information on Qualified Financial Advisors in Merrillville
Qualifications
CRD# 4051934
Series 66
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee
Office Location
175 Lincolnway, Suite D,
Valparaiso,
IN 46383
Phone Number
(219) 4656924
Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER Professional. As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20 years of financial planning and investment management experience to the firm. Also acting as Senior Wealth Advisor, Wes is intricately involved in our day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University from 1996-1999 and graduated from Indiana Wesleyan University with a bachelors degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations: CERTIFIED FINANCIAL PLANNER (CFP®) Accredited Asset Management Specialist (AAMS®) Series 66 Uniform Securities Agent/Registered Investment Advisor Life and Health Insurance
About Kotys Wealth Professionals
At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.
Qualifications
CRD# 4845711
FirmCRD# 121794
Series 7, 66
Office Location
1135 W. 175th Street,
Homewood,
IL 60430
Phone Number
(708) 7997477
Lisa has been working in the financial planning and investment advisory industry with Savant & Associates, Inc. and Savant Investment Advisers, Inc. for over 25 years. Lisa is a Certified Financial Planner. She is also a Certified Public Accountant licensed in the State of Illinois. Lisa earned her Bachelors Degree in Accounting and earned her MBA with a Concentration in Financial Planning. She is a licensed life and health agent with Illinois, Indiana, Virginia, and Alabama. Lisa is registered to sell securities in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Michigan, New Jersey , New York, Ohio, Pennsylvania, Tennessee, Virginia, and Wisconsin. She is also registered as an Investment Advisor with Savant Investment Advisers, Inc. in Illinois and Indiana. Lisa is a member of the Financial Planning Association, the Illinois CPA Society, the National Society of Accountants and Sigma Beta Delta, an international honor society for business, management and administration. Her memberships, certificates and designations require high levels of ethical conduct and professional competence through continuing education. Lisa has helped clients realize their goals and objectives through the use of comprehensive financial planning and asset management. She has helped clients reduce taxes, increase income and preserve wealth. She is proud to continue to carry on the tradition of client care and education started by her father, Edward H. Savant.
About Savant Investment Advisers, Inc.
Savant Investment Advisers, Inc. is an independent comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients wealth by delivering personalized service and specialization. Todays investor is confronted with a number of investment choices. The acquisition of wealth requires significant hard work, dedication and thoughtful planning. The management of that wealth should be no different. We strongly believe that in order to make the most of your investment dollars, you need the benefit of a professional financial advisor who will take the time to understand your goals and objectives as well as the complex investment environment.
Qualifications
CRD# 4756990
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
15625 South LaGrange Road,
Orland Park,
IL 60462
Phone Number
(708) 3649200
Joined Financial Engines in 2011. Began his career in the financial services industry in 2004. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from Loyola University. Serves as Secretary for the Kiwanis Club of Lombard and is a member of Lombard Chamber of Commerce. Erik enjoys reading, traveling, spending time with friends and family, sports, and collector cars.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 3251722
FirmCRD# 133763
Series 7, 24, 53, 66
Office Location
70 West Madison,
Suite 2050,
Chicago,
IL 60602
Phone Number
(630) 7303875
Mr. Joelson is a Yale University graduate whom has obtained his CPA and is a CFA Charterholder. Ryan is a Senior Executive with over 19 years of asset management experience ranging from financial advisory services, tax consultation, and portfolio management, to most recently, product development with a specialized focus on outcome-driven solutions. Ryan brings a technical nuance to the team that is unmatched, seeking the most opportunistic and effective investment strategy. Ryans expertise has been widely utilized throughout the industry over the years and can be found in publicallyavailable investment products offered by household names such as Invesco and Nuveen.
About Marc Lane Investments
Ryan brings approximately 19 years of Wall Street education and experience and believes in customizing his services to your unique situation and needs. As an independent, primarily fee based advisor Ryan is not pressured to utilize any particular firm's products and has the flexibility to truly customize services based strictly on client needs. In addition to his long tenure on Wall Street, Ryan graduated from Yale University and has since obtained his CPA and Chartered Financial Analyst designations. As part of his full service practice, Ryan will travel to you or you can come to him - whatever makes your life a little easier.
Qualifications
CRD# 2497850
Series 6, 7, 24, 31, 63, 65
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Flat Fee
Office Location
123 N Wacker Drive,
Suite 2300,
Chicago,
IL 60606
Phone Number
(312) 8957500
Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner" professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning. Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a clients personal, professional, and financial goals are essential to Michaels planning process. He is committed to an independent approach that provides a backdrop for objective decision making. Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a leader in various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executives Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
About IHT Wealth Management
IHT Wealth Management is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Our mission is to assist our clients in navigating their unique financial plan by focusing on their goals, providing superior service, and working as a team with the client and other professionals. IHT Wealth Management partners with the client to try to ethically help enhance their financial value by providing a guide to financial independence through comprehensive wealth management.
Qualifications
FirmCRD# 113299
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee
Office Location
1515 W. 22nd St.,
Suite 850W,
Oak Brook,
IL 60523
Phone Number
(888) 7526742
Formal Education: Bachelor of Science in Finance, Southern Illinois University Master of Business Administration, Southern Illinois University Business Background: Matt Duskey has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016. Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2010–2016: Financial Consultant at Fidelity Investments. Provided financial advice to clients. 2009–2010: Financial Services Representative at Prudential Financial. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™
About Edelman Financial Services, LLC
Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.
Qualifications
CRD# 6067320
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly
Office Location
3021 Butterfield Road Suite 202,
Hinsdale,
IL 60523
Phone Number
(630) 3681818
"Joined Financial Engines in 2015. Began his career in the financial services industry in 2012. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Communications from Northern Illinois University. Matthew is married and has four children. He enjoys spending time with his family, healthy eating (most of the time), exercising, and reading."
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 4329976
FirmCRD# 104510
Series 3, 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
840 Willow Rd Suite P,
Northbrook,
IL 60062
Phone Number
(847) 4983636
Joined Financial Engines in 2007. Began his career in the financial services industry in 1989. Successfully completed the Series 3, 7, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Former Commodity-Futures floor trader at Chicago Board of Trade/MACE. Studied Business Administration at Western Illinois University. Married to Nunzia. They have two adult children.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
| List of Additional Financial Advisors in or around Merrillville, Indiana | |
| Ameriprise Financial Services, Inc. | Merrillville, IN |
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