Valeo Financial Advisors, LLC

Valeo Financial Advisors, LLC (CRD# 127132) is a financial advisory firm headquartered in Carmel, IN. They manage $7,103,709,028 in 15,757 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,104
    MILLION
  • Total Number of Accounts
    15,757
    ACCOUNTS
  • Average Account Value
    $450,829
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Valeo Financial Advisors, LLC
Showing 1 - 10 of 79 top financial advisors.
1
Sarah E. Arthur
CRD#: 5151865
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Sarah Arthur (CRD# 5151865) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 10 years of experience in the finance industry. Sarah Arthur 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.

2
James Brashaber
CRD#: 7002908
10 W. Carmel Dr Ste 400, Carmel, IN 46032

James Brashaber (CRD# 7002908) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry. James Brashaber 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.

3
Andrew C. Brown
CRD#: 6113487
1590 Eisenhower Pl, Ann Arbor, MI 48108

Andrew Brown (CRD# 6113487) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry. Andrew Brown 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.

4
Lauren A. Brown
CRD#: 5416058
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 16 years of experience in the finance industry. Lauren Brown 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.

5
Melissa Buchert
CRD#: 5133991
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Melissa Buchert (CRD# 5133991) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry. Melissa Buchert 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.

6
Ted Christofolis
CRD#: 1382619
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Ted Christofolis (CRD# 1382619) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 38 years of experience in the finance industry. Ted Christofolis 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.

7
Chintan Desai
CRD#: 6353200
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Chintan Desai (CRD# 6353200) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 9 years of experience in the finance industry. Chintan Desai 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.

8
Robert J. Edwards
CRD#: 4559129
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Robert Edwards (CRD# 4559129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 21 years of experience in the finance industry.

9
Kyle W. Erb
CRD#: 5030403
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Kyle Erb (CRD# 5030403) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 18 years of experience in the finance industry. Kyle Erb 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.

10
Phillip R. Evans
CRD#: 2129789
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Phillip Evans (CRD# 2129789) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 32 years of experience in the finance industry. Phillip Evans 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.

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