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Qualifications of Financial Advisor in Valparaiso

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Financial Advisors in Valparaiso, Indiana
Financial Advisor Office Location Phone Number
Wesley Kotys, CFP®, AAMS®,
Kotys Wealth Professionals
175 Lincolnway, Suite D,
Valparaiso, IN  46383
(219) 465-6924
Ryan Joelson,
Marc Lane Investments
70 West Madison,
Chicago, IL  60602
(630) 730-3875
Erik Johnson,
Financial Engines Advisors, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
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 Valparaiso

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 bachelor’s 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# 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# 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 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).