Ryan Kotys

Independent Wealth Advisor at Kotys Wealth Professionals

Role: Independent Wealth Advisor at Kotys Wealth Professionals
Location: Valparaiso, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Ryan Kotys

Ryan is a second generation Wealth Advisor that joined Kotys Wealth Professionals in 2009. Getting started in the Financial Industry in 2003 with a large firm, Ryan has been able to acquire valuable industry knowledge and experience. With his main focus at Kotys Wealth Professionals being Financial Planning and Retirement Plan Management, Ryan has quickly become a respected leader within the community and beyond.\"In an industry that is ever changing, having many years of experience at a young age has provided the confidence to invest deeply into our company\'s vision. We want to be around a long time. Therefore, each decision that we make, has our clients\' best interests in mind.\"Ryan KotysKotys Wealth Professionals is an independent, fee-only firm with clients in 10 states. As our goal remains to provide the highest level of holistic financial services and expertise, Ryan\'s mission is to be the most respected and valuable advisor in the region. Ryan is currently serving within two non-profit organizations and is an active Alumni at Purdue University.Investment Advisory services offered through TKG Advisors LLC, a Registered Investment Advisor.

Experience

Independent Wealth Advisor
Kotys Wealth Professionals
Oct 2011 — Present · Valparaiso, IN, US

Education

Purdue University
Bachelor of Science, Business Management
1998 — 2002

Contact information

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•••••@kotyswealthpro.com
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Current company

Kotys Wealth Professionals

Financial Services · 7 employees · Founded 2007 · Valparaiso, Indiana, United States

At Kotys Wealth Professionals, we believe in a personalized approach to wealth management—one that truly sets us apart. Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities. Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our client’s best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life\'s transitions. We would like the opportunity to discuss how our personalized services can benefit you. Please reach out to us at 21••••••24 or i•••@kotyswealthpro.com. You can also visit our website at for more information. Investment Advisory services offered through TKG Advisors, LLC, a Registered Investment Advisor.

kotyswealthpro.com

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