Kotys Wealth Professionals
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About
Kotys Wealth Professionals (TKG Advisors, LLC) provides discretionary and non‑discretionary investment management, financial planning and cash management for individuals, high‑net‑worth clients, charitable organizations, and retirement plans. The firm also offers variable annuity subaccount management and acts as an ERISA 3(21) advisor or 3(38) investment manager and qualified plan consultant for employer plans.
The brochure describes a “nimble trading strategy” that combines technical, quantitative and fundamental analysis to participate in up markets and seek downside protection, with ongoing monitoring, rebalancing and oversight by an investment committee. Described implementation tools include long‑ and short‑term positions in equities, mutual funds and ETFs, options strategies (covered calls, long puts), structured notes, ETNs, and use of data aggregation platforms and AI tools subject to firm controls.
Noteworthy relative to typical team firms, the brochure discloses active use of derivatives and structured products within managed accounts and detailed risk and liquidity disclosures for those instruments, along with an explicit discussion of margin and securities‑based loans (maintenance calls, liquidation risk and how borrowing interacts with fee calculations). The firm also references third‑party ratings in its materials and an operational arrangement with an unaffiliated adviser (G&S) to provide back‑office and authorized‑agent trading support, a combination of features that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $499,999: 1.75% annually $500,000 - $999,999: 1.65% annually $1,000,000 - $2,999,999: 1.50% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.50% annually
$375 per hour for financial planning and consulting
Account minimum: $500,000 Minimum fee: $750 minimum financial planning fee for clients with less than $500,000 AUM if financial planning services are elected Fee-only: Financial planning and consulting at $375 per hour
Main office
See office1111 Glendale Blvd, Suite 105
Valparaiso IN 46383
Advisors at this office
3
Offices (2)
Most active in
Alaska · California · Florida · Illinois · Indiana · Michigan
Also doing business as
Kotys Wealth Professionals · The Kotys Group · Tkg Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wesley K
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.
Drew V
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.
Erik B
Series 66
Folsom, CA
Kotys Wealth Professionals
Erik Bagley is a Series 66-licensed financial advisor with Kotys Wealth Professionals, bringing nine years of industry experience. Before joining Kotys in 2024, he worked at Principal Life Insurance Company and Principal Securities Inc. from 2017 to 2024, and served in the California State Assembly from 2016 to 2017. Outside of his advisory role, he owns Kickin It LLC, a youth enrichment business based in Folsom, CA. Kotys Wealth Professionals provides discretionary and non-discretionary investment management, financial planning, and cash management services for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a nimble trading strategy that incorporates technical, quantitative, and fundamental analysis, along with the use of derivatives and structured products, under ongoing oversight by an investment committee.
Ryan K
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.
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