Ryan Kotys (CRD# 4634940) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 15 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kotys Wealth Professionals | Valparaiso, IN | Nov 2013 - Current | 10 |
| Gradient Securities, LLC | Arden Hills, MN | Nov 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- IN
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts727ACCOUNTS
-
Average Account Value$307,332
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, IL, IN, MI
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