#1Kotys Wealth Professionals
TKG ADVISORS, LLC
Serves this area from Valparaiso, IN (16 mi)
Retirement Plan Advisors in LaPorte County, IN
The top-ranked retirement plan advisors serving LaPorte County, IN are Kotys Wealth Professionals, Lauer Wealth Management and Hilltop Wealth & Tax Solutions. We list 3 retirement plan advisors serving LaPorte County, IN. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving LaPorte County, IN. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for LaPorte County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Kotys Wealth Professionals | SEC-registered investment adviser (CRD)#168156 | Valparaiso, IN (16 mi) | (219) 465-6924 |
| 2 | Lauer Wealth Management | SEC-registered investment adviser (CRD)#289763 | IN | (219) 243-8129 |
| 3 | Hilltop Wealth & Tax Solutions | SEC-registered investment adviser (CRD)#290981 | Mishawaka, IN (31 mi) | (574) 889-7526 |
#2Lauer Wealth Management
LAUER WEALTH, LLCServes this area from IN#3Hilltop Wealth & Tax Solutions
HILTOP PARTNERS, LLCServes this area from Mishawaka, IN (31 mi)
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Frequently asked questions
How many retirement plan advisors serve LaPorte County?
We list 3 retirement plan advisors serving LaPorte County, IN: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve LaPorte County?
The top-ranked retirement plan advisors serving LaPorte County, IN are Kotys Wealth Professionals, Lauer Wealth Management and Hilltop Wealth & Tax Solutions. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving LaPorte County are verified against official records?
3 of the top 3 match an active official record: Kotys Wealth Professionals (U.S. Securities and Exchange Commission), Lauer Wealth Management (U.S. Securities and Exchange Commission) and Hilltop Wealth & Tax Solutions (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Michigan City, La Porte, Westville, Trail Creek, Kingsford Heights, Hudson Lake, Long Beach, Fish Lake, Wanatah, Rolling Prairie, La Crosse, Hanna, Michiana Shores, Pottawattamie Park, Kingsbury, Duneland Beach, Saugany Lake, Stillwell, South Center, Union Mills, Wellsboro