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Inactive

Drew Stephen Vesling

Kotys Wealth Professionals

Valparaiso, IN

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Current Employers
Kotys Wealth Professionals

1111 Glendale Blvd Suite 105, Valparaiso, IN 46383 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-07
  • IN RA
    APPROVED
    Since 2025-03-07

Branch Locations

1111 Glendale Blvd Suite 105, Valparaiso, IN 46383 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kotys Wealth Professionals Valparaiso IN 03/2025 Present
Indiana University Bloomington IN 08/2017 05/2021
Chesterton High School Chesterton IN 03/2015 05/2017
Kotys Wealth Professionals Valparaiso IN 05/2018 08/2018
Kpmg Llp Chicago IL 05/2020 08/2020
Kpmg Llp Chicago IL 07/2021 02/2025
  • 03/2025 → Present
    Kotys Wealth Professionals
    Valparaiso, IN
  • 08/2017 → 05/2021
    Indiana University
    Bloomington, IN
  • 03/2015 → 05/2017
    Chesterton High School
    Chesterton, IN
  • 05/2018 → 08/2018
    Kotys Wealth Professionals
    Valparaiso, IN
  • 05/2020 → 08/2020
    Kpmg Llp
    Chicago, IL
  • 07/2021 → 02/2025
    Kpmg Llp
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-31
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.

Other Investors

JOSEPH RICHARD MURPHY
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Victor Le Roy Sikorski
JAMES ALAN KUXHAUS
DOUGLAS RAYMOND ELLIOTT
PAUL JASON KUZEMKA

Other Offices

MWM ADVISORY GROUP, LLC · VALPARAISO, IN
J.P. MORGAN SECURITIES LLC · VALPARAISO, IN
FIRST HEARTLAND CONSULTANTS, INC. · VALPARAISO, IN
COMMONWEALTH FINANCIAL NETWORK · Valparaiso, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Valparaiso, IN
ON INVESTMENT MANAGEMENT CO · Valparaiso, IN
LPL FINANCIAL LLC · VALPARAISO, IN
FIFTH THIRD SECURITIES, INC. · VALPARAISO, IN

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