Erik Michael Bagley
Investment adviser representative at Kotys Wealth Professionals
10 yearsExperience
1 stateRegistered in
$308MFirm assets
6 yearsFirm in business
Are you Erik Michael Bagley? Claim your profile
Contact this firm
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
10 years in the industry.
- Kotys Wealth ProfessionalsJun 2024 to now
- Principal Life Insurance CompanyJul 2017 to Jun 2024
- Principal Securities IncJul 2017 to May 2024
- California State AssemblyJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6824405
- Firm CRD
- 168156