Advisers in Valparaiso, IN

3 advisers in Valparaiso — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Kotys Wealth Professionals1111 Glendale Blvd, Suite 105 · Valparaiso, IN 46383 · (219) 465-6924 · Financial planningCRD 168156 · % of assets, Hourly charges, Other · $308.0 million AUMSEC registeredNo commissions reported Lauer Wealth Management196 E 112 S · Valparaiso, IN 46383 · (219) 243-8129 · Financial planningCRD 289763 · % of assets, Hourly charges, Fixed fees · $160.9 million AUMSEC registeredNo commissions reported Mwm Advisory Group, LLC332 W. US Hwy 30, Suite B · Valparaiso, IN 46385 · (219) 510-5069 · Financial planningCRD 310866 · % of assets, Hourly charges, Fixed fees · $39.4 million AUMState registeredNo commissions reported

Talking to advisers in Valparaiso? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.