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Find Top Financial Advisors in Valparaiso, Indiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Valparaiso, Indiana
Last Updated - 11-Aug-2022

Valparaiso has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Valparaiso, Indiana have an average of 17 years of experience.

NOTE: The list of financial advisors in Valparaiso, Indiana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Valparaiso, Indiana.

Qualified Financial Advisors in Valparaiso, Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Wesley Kotys
CFP®, AAMS®
KOTYS WEALTH PROFESSIONALS
1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383
21 Not Specified Not Specified Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Chicago, IL 60601
11 $22,400,000,000 $100,000 Fee-Based
Robb A DeJonge
AIF®, LUTCF®
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Valparaiso

Qualifications CRD# 4051934
Firm CRD# 168156

Compensation/Fee Fee-Only, Based on Assets


Office Location 1111 Glendale Blvd.,
Suite 105,
Valparaiso,
IN
46383
Phone Number 219-465-6924

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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Chicago,
IL
60601
Phone Number 650-556-1310

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number 574-400-4786

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.

About Private Member Group at Notre Dame FCU

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5426926
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1515 W. 22nd Street Suite 850W,
Oak Brook,
IL
60523
Phone Number 630-756-5260

Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Valparaiso, Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Kotys Wealth Professionals
1111 Glendale Blvd , Suite 105,
Valparaiso, IN 46383
$181,493,871 651 A percentage of AUM
Hourly charges
Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Lauer Wealth Management
196 E 112 S,
Valparaiso, IN 46383
$121,350,850 682 A percentage of AUM
Fixed fees

    List of Additional Advisors in Valparaiso, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barney & Pendleton Group
    Inquire with Barney
    61 Indiana Ave, Suite C, Valparaiso, IN  46383 219-464-4441
    Linda Stover
    Inquire with Linda
    1508 Calumet Ave, Valparaiso, IN  46383 219-462-6687
    Murphy Wealth Management
    Inquire with Murphy
    334 West US Highway 30, Suite A, Valparaiso, IN  46385 219-510-5069
    Fifth Third Preferred
    Inquire with Fifth
    808 Vale Park Road, Valparaiso, IN  46383 219-707-8822
    Zachary Albers
    Inquire with Zachary
    1508 Calumet Ave, Valparaiso, IN  46383 219-462-6687
    Allstate Personal Financial Representative: Michael Kotys
    Inquire with Allstate
    334 W US Highway 30, Ste E, Valparaiso, IN  46385 219-379-5101
    Fifth Third Private Bank
    Inquire with Fifth
    57 South Michigan Avenue, Suite, Valparaiso, IN  46383 219-660-4602
    Dorvin Christner
    Inquire with Dorvin
    1508 Calumet Ave, Valparaiso, IN  46383 219-531-6381
    Blue Sky Financial Partners
    Inquire with Blue
    2400 Cumberland Drive, Suite A, Valparaiso, IN  46383 219-548-9370
    Edward Jones
    Inquire with Edward
    2000 E Comeford, Ste 2, Valparaiso, IN  46383 219-464-8693
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