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Kally Tsangaris

Advisor at RCS Financial Advisors, Ltd

Updated today

Firm

RCS Financial Advisors, Ltd

Location

Merrillville, IN

Credentials

Series 65

Industry experience

27 years

About

Kally Tsangaris is a financial advisor at RCS Financial Advisors, Ltd with 27 years of industry experience. She holds a Series 65 designation and has led RCS Financial Advisors since 1993. Prior to founding the firm, she has a background in banking and private banking. RCS Financial Advisors, Ltd provides discretionary asset management services to individuals, custodial accounts, corporations, IRAs, and trusts. The firm uses a fundamental analysis-based investment process and employs both long- and short-term strategies across various asset classes, maintaining a hands-on operational approach with centralized oversight of related-person trading.

Client services

Based on RCS Financial Advisors, Ltd

Portfolio management

Expertise

Based on RCS Financial Advisors, Ltd

Wealth management

Fee options

Percentage

Less than $1,000,000 - $1,000,000: 1% of assets each year $1,000,000 - $3,000,000: 0.75% of assets each year $3,000,000+: 0.50% of assets each year

Location

Merrillville, IN

Most active in

Indiana

Work history

RCS Financial Advisors, Ltd

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott P

Series 63, Series 66

Crown Point, IN

Harmony Wealth Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Joseph H

CFP®, Series 63, Series 65

St. John, IN

Smart Choice Financial Planning, Inc.

Annuities General tax planning Cash flow / budgeting
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Douglas S

Series 66

Schererville, IN

Santefort Investment Group, LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Xuan W

CFA®, Series 63

Munster, IN

EN+ Wealth

Cash flow / budgeting Debt management General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Young Families Immigrants
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Eudora A

Series 66

Crown Point, IN

AverTrust Wealth LLC

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Doctor or Medical Professional Women Professionals

Mark R

CFP®, CPA

Valparaiso, IN

Dunes Financial

Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)
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