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Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Michigan City, IN 46360
Valic Financial Advisors
Enterprise
Jason Bontrager is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Valic Financial Advisors since 2001 and is also an agent for AGIA, selling non-security insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Michigan City, IN
3500 Franciscan Way
Michigan City IN 46360
Advisors at this office
2
Florida · Illinois · Indiana · Michigan · Pennsylvania · Texas
25 years of industry experience
Agia
2022 - Present • 4 years
Houston, TX
VALIC Financial Advisors
2001 - Present • 25 years
Carmel, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Valparaiso, IN
Kotys Wealth Professionals
Wesley Kotys is a CFP® with 21 years of industry experience, currently serving at Kotys Wealth Professionals in Valparaiso, IN. He has been with Tkg Advisors, LLC since 2013. Outside of his advisory role, he oversees a farm operation, Bison Creek Farm, in Westville, IN. Kotys Wealth Professionals provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a trading approach that combines technical, quantitative, and fundamental analysis, including options strategies for hedging and income generation.
Series 65
Valparaiso, IN
Kotys Wealth Professionals
Drew Vesling is a financial advisor at Kotys Wealth Professionals with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for four years. Kotys Wealth Professionals serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, and consulting services. The firm employs a trading approach that integrates technical, quantitative, and fundamental analysis, including the use of options strategies for hedging and income generation.
Series 65
Chesterton, IN
Seek & Find Financial
Michael Halloran is a financial advisor at Seek & Find Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in various businesses including Summers of Brownsburg, Inc. and Core Value Contracting. Seek & Find Financial, LLC provides portfolio management and pension/401(k) consulting services to individuals, high-net-worth clients, and corporate entities. The firm utilizes a combination of quantitative and technical analysis in a long-term trading approach, offering both discretionary and non-discretionary management tailored to each client’s investment policy.
Series 65
Chesterton, IN
Seek & Find Financial
Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Blue Sky Financial Partners and has held roles outside finance, including teaching at Purdue University Northwest and North Judson-San Pierre High School. Seek & Find Financial provides portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm employs a mix of quantitative and technical investment methods, focusing on long-term trading and a preference for ETFs, while offering both discretionary and non-discretionary management tailored to each client's risk tolerance and time horizon.
Series 66
Valparaiso, IN
Kotys Wealth Professionals
Ryan Kotys is a financial advisor with Kotys Wealth Professionals in Valparaiso, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Kotys Wealth Professionals since 2013. Kotys Wealth Professionals provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a trading approach that combines technical, quantitative, and fundamental analysis, including options strategies for hedging and income generation, and maintains an investment committee to review market trends and strategies.
Series 66
Chesterton, IN
Seek & Find Financial
Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.
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