Valeo Financial Advisors, LLC

Valeo Financial Advisors, LLC (CRD# 127132) is a financial advisory firm headquartered in Indianapolis, IN. They manage $2,005,471,543 in 7,839 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,005
    MILLION
  • Total Number of Accounts
    7,839
    ACCOUNTS
  • Average Account Value
    $255,833
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NY, OH, PA, TN, TX, WA, WI

Financial Advisors at Valeo Financial Advisors, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Lauren A. Brown
CRD#: 5416058
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 10 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.

2
Melissa Buchert
CRD#: 5133991
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Melissa Buchert (CRD# 5133991) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 11 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.

3
Ted Christofolis
CRD#: 1382619
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Ted Christofolis (CRD# 1382619) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 32 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.

4
Aaron S. Coates
CRD#: 2690089
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Aaron Coates (CRD# 2690089) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry. Aaron Coates 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
Celeste W. Collier
CRD#: 3126129
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Celeste Collier (CRD# 3126129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 19 years of experience in the finance industry. Celeste Collier 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
Paul A. Donahue
CRD#: 5207691
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Paul Donahue (CRD# 5207691) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry. Paul Donahue 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
Robert J. Edwards
CRD#: 4559129
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Robert Edwards (CRD# 4559129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

8
Kyle W. Erb
CRD#: 5030403
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Kyle Erb (CRD# 5030403) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 11 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.

9
Phillip R. Evans
CRD#: 2129789
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Phillip Evans (CRD# 2129789) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 26 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.

10
Timothy A. Ginn
CRD#: 2894707
9450 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Timothy Ginn (CRD# 2894707) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 20 years of experience in the finance industry. Timothy Ginn 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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