| Advisor Profile |
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| Name: |
Wesley Kotys |
| Phone Number: |
(219) 465-6924 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor. |
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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. |
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General Information |
| Years of Experience in Financial Services: |
21
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| Number of Years with Current Firm: |
13
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
Northwest Indiana, Greater South Bend, Southwest Michigan, Southeast Chicagoland
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
AAMS®, CFP®
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| Financial Organization Memberships: |
Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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