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 34 states (or territories).
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Total Assets Under Management7,104MILLION
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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
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.
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.
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.
Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 15 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.
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.
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.
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.
Alexander Dicke (CRD# 6088039) 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. Alexander Dicke 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.
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.
Kyle Erb (CRD# 5030403) 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. 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.