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).
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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, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
Chad Reed (CRD# 4642816) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 20 years of experience in the finance industry.
Kyle Riddle (CRD# 5003815) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.
Brian Rosswurm (CRD# 5666729) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 14 years of experience in the finance industry.
Kristen Rueth Allen (CRD# 5814386) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 13 years of experience in the finance industry.
Richard Seaver (CRD# 2518644) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 29 years of experience in the finance industry.
Christopher Siegl (CRD# 5548183) 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.
Katie Smith (CRD# 6039855) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.
Brian Spead (CRD# 5230046) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Littleton, CO and has over 17 years of experience in the finance industry.
Erich Stout (CRD# 5829002) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 13 years of experience in the finance industry.
Andrew Tellitocci (CRD# 6751137) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 6 years of experience in the finance industry.