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Kotys Wealth Professionals Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor in the financial services industry. Its corporate office is in Valparaiso, Indiana, with a branch office in Folsom, California, and the listed address is 1111 Glendale Boulevard 105 Valparaiso, Indiana 46383 United States. The firm provides highly customized wealth management and holistic financial planning for high-net-worth individuals, families, business owners, endowments, and municipalities. It operates nationally, aiming to act in clients' best interests and without pressure to sell financial products. Investment advisory services are offered through TKG Advisors, LLC, and the company employs between 2 and 10 people; annual revenue is reported in the range of $1 million to $10 million.

Find Kotys Wealth Professionals employees' phone numbers or email addresses

Kotys Wealth Professionals Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Europe
1

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  • Hungary
    1

Kotys Wealth Professionals's Leadership

  • Stylized image of a person
    E. M. B. C.
    Wealth Advisor | Fee-Only Fiduciary | Retirement Planner
    Phone icon
    Mobile Phone

Kotys Wealth Professionals Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Kotys Wealth Professionals

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. M. B. C.
    Wealth Advisor | Fee-Only Fiduciary | Retirement Planner
    Phone icon
    Mobile Phone
    Sep 17, 2025

Frequently Asked Questions

What is Kotys Wealth Professionals known for?

Minus sign iconPlus sign iconKotys Wealth Professionals was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-877-465-****
. Explore Kotys Wealth Professionals's company overview page for more information.

What is Kotys Wealth Professionals's most common email format?

Minus sign iconPlus sign iconKotys Wealth Professionals employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kotys Wealth Professionals email formats with LeadIQ.

How many employees does Kotys Wealth Professionals have currently?

Minus sign iconPlus sign iconKotys Wealth Professionals has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Kotys Wealth Professionals's key employees and leadership?

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As of July 2026, Kotys Wealth Professionals's key employees include:

  • Wealth Advisor | Fee-Only Fiduciary | Retirement Planner: E. M. B. C.

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