Top financial advisors in Valparaiso, IN
We’ve curated a list of the best financial advisors in Valparaiso, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$188,995,881
Number of advisors
5 advisors
| $188,995,881 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Valparaiso, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Valparaiso. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Kotys Wealth Professionals
Kotys Wealth Professionals, operating as TKG Advisors, LLC, was founded in 2013 by Wesley Kotys, who serves as the CEO and CCO. The firm offers investment supervisory services, financial planning, and asset management on a fee basis. Clients can engage in discretionary or non-discretionary investment advisory services, with fees based on a percentage of assets under management. The firm may charge a minimum planning fee for clients with less than $500,000 in assets. Services include cash management, variable annuity management, ERISA plan services, and qualified plan consulting. Investment strategies focus on a nimble trading approach, combining fundamental and technical analysis. KWP does not participate in wrap fee programs and does not recommend margin accounts for investment purposes. The firm's Code of Ethics ensures client interests are prioritized, and employees are prohibited from using non-public information for personal gain. K
$188,995,881 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Valparaiso, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Valparaiso. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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