Valparaiso, IN Office
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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.
Based on Kotys Wealth Professionals
Expertise
Based on Kotys Wealth Professionals
Location
1111 Glendale Blvd, Suite 105
Valparaiso IN 46383
Advisors at this office
3
Advisors at this office
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.
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 16 years of industry experience. He has worked at Kotys Wealth Professionals since 2013 and previously spent three years at LPL Financial. 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 integrating technical, quantitative, and fundamental analysis and uses derivatives and structured products within managed accounts, supported by an investment committee and advanced tools including AI platforms.
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