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Wesley Michael Kotys

TKG ADVISORS, LLC·VALPARAISO, Indiana
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1111 GLENDALE BLVD, VALPARAISO, IN 46383CRD# 4051934Firm CRD# 168156
01

About

Wesley Michael Kotys is a registered financial advisor based in VALPARAISO, Indiana, affiliated with TKG ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TKG ADVISORS, LLC
KOTYS WEALTH PROFESSIONALS
AUM
$223M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TKG ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4051934
Firm CRD# 168156
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wesley Michael Kotys offer?
Wesley Michael Kotys specializes in Financial Planning, Investment Management. Contact their office in VALPARAISO, Indiana for a consultation.
What are Wesley Michael Kotys's credentials?
Wesley Michael Kotys is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wesley Michael Kotys located?
Wesley Michael Kotys is based in VALPARAISO, Indiana, working with TKG ADVISORS, LLC. Their office serves clients in the VALPARAISO metropolitan area and surrounding communities.
How does Wesley Michael Kotys charge for services?
Wesley Michael Kotys's firm is compensated through percentage of aum, hourly charges, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TKG ADVISORS, LLC?
TKG ADVISORS, LLC has approximately 8 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VALPARAISO
John Gerard Lauer — LAUER WEALTH, LLCSarah Elizabeth Kotys — TKG ADVISORS, LLCJohn Matthew Lauer — LAUER WEALTH, LLCMegan May Myers — TKG ADVISORS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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