Samuel Issermoyer (CRD# 7531128) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry. Samuel Issermoyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valeo | Carmel, IN | Mar 2022 - Current | 1 |
| Regions Bank | Indianapolis, IN | Dec 2017 - Mar 2022 | 4 |
| Wells Fargo | Charlotte, NC | Jun 2013 - Dec 2017 | 4 |
- IN
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Total Assets Under Management7,104MILLIONS
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Total Number of Accounts15,757ACCOUNTS
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Average Account Value$450,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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