Valeo Financial Advisors, LLC

Valeo Financial Advisors, LLC (CRD# 127132) is a financial advisory firm headquartered in Carmel, IN. They manage $8,944,535,606 in 18,918 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
10 W. Carmel Dr Ste 400, Carmel, IN 46032
https://www.valeofinancial.com
By the Numbers
  • Total Assets Under Management
    8,945
    MILLION
  • Total Number of Accounts
    18,918
    ACCOUNTS
  • Average Account Value
    $472,806
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, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Valeo Financial Advisors, LLC
Showing 21 - 30 of 79 top financial advisors.
21
William Kinder, financial advisor Carmel IN
William L. Kinder
CRD#: 6527392
10 W. Carmel Dr Ste 400, Carmel, IN 46032

William Kinder (CRD# 6527392) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

22
Charlotte Lippert, financial advisor Carmel IN
Charlotte Lippert
CRD#: 4553048
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Charlotte Lippert (CRD# 4553048) 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.

23
William Logan, financial advisor Carmel IN
William Logan
CRD#: 6897404
10 W. Carmel Dr Ste 400, Carmel, IN 46032

William Logan (CRD# 6897404) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

24
Parker Maxwell, financial advisor Littleton CO
Parker A. Maxwell
CRD#: 6389660
26 W. Dry Creek Circle, Suite 600, Littleton, CO 80120

Parker Maxwell (CRD# 6389660) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Littleton, CO and has over 9 years of experience in the finance industry.

25
Phillip Mickel, financial advisor Carmel IN
Phillip C. Mickel
CRD#: 4533371
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Phillip Mickel (CRD# 4533371) 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.

26
Fernando Ortiz, financial advisor Carmel IN
Fernando L. Ortiz
CRD#: 1689372
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Fernando Ortiz (CRD# 1689372) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 36 years of experience in the finance industry.

27
Justin Padgett, financial advisor Carmel IN
Justin M. Padgett
CRD#: 5089654
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Justin Padgett (CRD# 5089654) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

28
David Page, financial advisor Carmel IN
David A. Page
CRD#: 6475219
10 W. Carmel Dr Ste 400, Carmel, IN 46032

David Page (CRD# 6475219) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

29
Michael Phillips, financial advisor Carmel IN
Michael W. Phillips
CRD#: 6600273
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Michael Phillips (CRD# 6600273) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 8 years of experience in the finance industry.

30
Matthew Presley, financial advisor Carmel IN
Matthew A. Presley
CRD#: 6546129
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Matthew Presley (CRD# 6546129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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