Wesley Michael Kotys
Investment adviser representative at Kotys Wealth Professionals
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$308MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kotys Wealth ProfessionalsNov 2013 to now
- Tkg Advisors, LLCSep 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Kotys Wealth Professionals
Legal name: Tkg Advisors, LLC
$308MAssets managed
321Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4051934
- Firm CRD
- 168156