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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Valparaiso, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension 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.
Get matched with an advisorMethodology
To find the top financial advisors in Valparaiso, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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