Valparaiso, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$278,581,300
ClientsTotal clients
321
AdvisorsAdvisors at this office
3
Of 4 advisors across 2 offices
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 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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