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Wesley Kotys, AAMS®, CFP®
Kotys Wealth Professionals

Tel: 219-465-6924
1111 Glendale Blvd.
Suite 105
Valparaiso, IN 46383
Kotys Wealth Professionals | Financial Advisor in Valparaiso ,IN

About Wesley Kotys

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic 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 CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms 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 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.

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General Information

Firm Start Year:   2007
No.of Employees:   5-9
Number of Years with Current Firm:   13
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Risk Management

Services

Investment Types:   Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Our Office

Qualifications & Memberships

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

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets

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.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


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

Communities Served

Northwest Indiana Greater South Bend
Southwest Michigan Southeast Chicagoland

Awards & Recognitions

Voted Best Wealth Advisory 2020 Firm in Northwest Indiana. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.


Voted Best Wealth Advisory 2019 Firm in Northwest Indiana. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.


Voted Best Wealth Advisory 2018 Firm in Greater South Bend/Mishawaka. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.


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.

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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

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