DV
Drew S. Vesling
KOTYS WEALTH PROFESSIONALS
VALPARAISO, IN 46383
CRD#: 8054860
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DV
Drew Stephen VeslingKOTYS WEALTH PROFESSIONALS
Professional summary
Drew Stephen Vesling is a registered financial advisor currently at KOTYS WEALTH PROFESSIONALS located in Valparaiso, Indiana.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Drew has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Stephen Vesling's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2025 - Present
KOTYS WEALTH PROFESSIONALS
Office #1: 1111 Glendale Blvd Suite 105, Valparaiso, IN 46383RIA
CRD#: 168156
VALPARAISO, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOTYS WEALTH PROFESSIONALS
KOTYS WEALTH PROFESSIONALS | TKG ADVISORS, LLC | THE KOTYS GROUP
CRD#: 168156 / SEC#: 801-118738
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Alaska
Registered Investment Advisory firm - (10/7/2020 Terminated)Arizona
Registered Investment Advisory firm - (7/8/2020 Terminated)Illinois
Registered Investment Advisory firm - (5/15/2020 Terminated)Indiana
Registered Investment Advisory firm - (7/9/2020 Terminated)Michigan
Registered Investment Advisory firm - (7/8/2020 Terminated)Texas
Registered Investment Advisory firm - (7/8/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(3/7/2025)
Current Firm
KOTYS WEALTH PROFESSIONALS
KOTYS WEALTH PROFESSIONALS | TKG ADVISORS, LLC | THE KOTYS GROUP
CRD#: 168156 / SEC#: 801-118738
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Alaska
Registered Investment Advisory firm - (10/7/2020 Terminated)Arizona
Registered Investment Advisory firm - (7/8/2020 Terminated)Illinois
Registered Investment Advisory firm - (5/15/2020 Terminated)Indiana
Registered Investment Advisory firm - (7/9/2020 Terminated)Michigan
Registered Investment Advisory firm - (7/8/2020 Terminated)Texas
Registered Investment Advisory firm - (7/8/2020 Terminated)Loading...
Contact information
Main Address
1111 Glendale Blvd Suite 105, Valparaiso, IN 46383
Mailing Address
Phone number
(219) 465-6924
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 862 |
| AUM (Assets Under Management) | $ 272,141,077 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KOTYS WEALTH PROFESSIONALS
CRD#: 168156Valparaiso, IN 46383TRUST BUT VERIFY
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