WK
Wesley Kotys
from Kotys Wealth Professionals
Wesley Kotys is a financial advisor based in Indiana, Valparaiso,
with 25 years of experience. Wesley currently works for
Kotys Wealth Professionals.
Wesley maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Wesley Kotys works at Kotys Wealth Professionals
Kotys Wealth Professionals is a financial advisory firm based in Valparaiso, Indiana. It currently has approximately $188,995,881 of assets under management and employs about 5 people. Kotys Wealth Professionals uses a fee structure of a percentage of assets under your management, hourly charges and percentage retirement plan assets under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and percentage retirement plan assets under advisement
Office location
1111 Glendale Blvd, Suite 105, Valparaiso, Indiana, 46383
Advisor can help with
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