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 31 - 40 of 79 top financial advisors.
31
Chad D. Reed
CRD#: 4642816
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

32
Kyle G. Riddle
CRD#: 5003815
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

33
Brian C. Rosswurm
CRD#: 5666729
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

34
Kristen M. Rueth Allen
CRD#: 5814386
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

35
Richard D. Seaver
CRD#: 2518644
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

36
Christopher J. Siegl
CRD#: 5548183
10 W. Carmel Drive, Carmel, IN 46032

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.

37
Katie J. Smith
CRD#: 6039855
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

38
Brian N. Spead
CRD#: 5230046
26 W. Dry Creek Circle, Suite 600, Littleton, CO 80120

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.

39
Erich H. Stout
CRD#: 5829002
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

40
Andrew N. Tellitocci
CRD#: 6751137
10 W. Carmel Dr Ste 400, Carmel, IN 46032

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.

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