The Kotys Group

Valparaiso, United States

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Description

Specialties

Our business specializes in providing solutions in following services:

Investment Strategy

Wealth Management

Meet the Business Owner

Wesley K.

Business Owner

Wes is the President and CEO of The Kotys Group, a comprehensive wealth planning firm located in Valparaiso, Indiana. He is also a registered principal and branch manager at LPL Financial.

As a second generation financial advisor, Wes got an early start working for a well-​respected broker dealer. His father’s lifelong commitment to the field influenced Wes to go in a similar direction. After obtaining ten years of experience with two large broker dealers, Wes had the knowledge and vision to begin his own business.

Wes has been recognized as part of the LPL Financial Patriot’s Club. This distinction is awarded to less than 10% of the more than 12,000 LPL Financial Advisors nationwide. This is based on a production ranking of all registered advisors supported by LPL Financial, LLC, the nation’s largest independent broker-​dealer, as reported by Financial Planning magazine, June 1996 – 2011, based on total revenue.