Wesley Kotys, CFP, AAMS
Kotys Wealth Professionals

Tel: (219) 465-6924
175 Lincolnway, Suite D
Valparaiso, IN 46383
Kotys Wealth Professionals | Financial Advisor in Valparaiso ,IN

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.


General Information

Firm Start Year:   2007
No.of Employees:   5-9
States Licensed in:   IL, IN, TX
Number of Years with Current Firm:   10


Services

Investment Types:   Alternative Investments , Bonds , Annuities , Exchange Traded Funds (ETFs) , Stocks , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via email , Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA) , National Association of Personal Financial Advisors (NAPFA)


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee


Education

Bachelor of Science - Business Administration  Indiana Wesleyan University
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Disclaimer

Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor.

Wesley Kotys, CFP, AAMS

Wesley Kotys, CFP, AAMS

AAMS®, CERTIFIED FINANCIAL PLANNER™ Certificant


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

My Team


Sarah Kotys

Sarah Kotys


CEO and Team Leader

An experienced accountant and former auditor for the state of Indiana, Sarah serves as Chief Financial Officer of Kotys Wealth Professionals, handling accounting and internal auditing for the firm. She not only ensures that Kotys Wealth Professionals operates efficiently but also that the firm is intricately involved with our community, local charitable and cultural organizations. Sarah is an honors graduate of Purdue University, earning her B.S. in accounting. She has more than a decade of exp ...more

Ryan Kotys

Ryan Kotys


Wealth Advisor

From a background in sales and managing client accounts, Ryan joined The Kotys Group in 2009. He focuses on managing 401(k) retirement plans, supervising plan participant communications and helping all Kotys? clients build and maintain formal financial plans. Ryan graduated with honors from Purdue University with a degree in business management and marketing. He is active in our community, including having a leadership role in his local church.

Jennifer Reed

Jennifer Reed


Operations Manager

As Operations Manager at Kotys Wealth Professionals, Jennifer brings more than 23 years of industry experience to the firm having worked in operations for other area financial institutions. She handles the majority of day-to-day back office details, as well as keeps the firm in compliance with industry standards and regulations. Jennifer's role is vital in ensuring our clients have a wonderful operations experience in addition to their personal experience. Jennifer earned a Bachelor of Arts in ...more

Megan Myers

Megan Myers


Client Relations

A knowledgeable HR professional with experience in the travel and banking industries, Megan joined The Kotys team in 2014. She manages the company's systems, coordinates office processes, and monitors efficiencies. Her duties include marketing and client events. According to the team, she is the cornerstone connecting all efforts to provide the impeccable client experience Kotys Wealth Professionals are known for. Megan is a graduate of Sawyer College and an experienced HR Professional with a P ...more

Communities Served

Beverly Shores Cedar Lake
Chesterton Crown Point
Demotte Dyer
East Chicago Gary
Hammond Hebron
Highland Hobart
Kouts La Crosse
La Porte Lowell
Merrillville Michigan City
Munster Portage
Saint John Schererville
Union Mills Wanatah
Westville Wheatfield
Southeast Chicagoland

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM
see more

News & Events


Northwest Indiana Business Quarterly
When: 03/16/2016
Details:Turning 50? Securing Your Retirement ...more


Northwest Indiana Business Quarterly
When: 03/01/2016
Details:Investment Strategies for 2016 (page 46-49) ...more


NWI.com 20 under 40
When: 09/18/2011
Details:20 under 40: spreads wealth of resources back into NWI, abroad. Wes was nominated and named one of the 20 under 40 recipients of 2011 for his career accomplishments and community service. ...more


Forbes Magazine
When: 04/11/2011
Details:The Benefits of Strong Relationships and Superior Strategies We was recognized and interviewed by Forbes magazine for his personalized services and proactive risk management strategies. ...more


Awards & Recognitions


Patriots Club @ LPL Financial LLC
(01/01/2013)

A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.


Patriots Club @ LPL Financial LLC
(01/01/2012)

A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.


Director's Club @ LPL Financial LLC
(01/01/2011)

A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.


Freedom Club @ LPL Financial LLC
(01/01/2010)

A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.


Freedom Club @ LPL Financial LLC
(01/01/2009)

A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.