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 41 - 50 of 79 top financial advisors.
41
Hannah Thieneman, financial advisor Carmel IN
Hannah K. Thieneman
CRD#: 6091248
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Hannah Thieneman (CRD# 6091248) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 11 years of experience in the finance industry.

42
Dustin Thomas, financial advisor Carmel IN
Dustin M. Thomas
CRD#: 6267131
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Dustin Thomas (CRD# 6267131) 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.

43
John Trott, financial advisor Carmel IN
John C. Trott
CRD#: 2081127
10 W. Carmel Dr Ste 400, Carmel, IN 46032

John Trott (CRD# 2081127) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 33 years of experience in the finance industry.

44
Jamie Vladuchick, financial advisor Carmel IN
Jamie N. Vladuchick
CRD#: 5528955
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Jamie Vladuchick (CRD# 5528955) 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.

45
Philip Wallin, financial advisor Richmond VA
Philip J. Wallin
CRD#: 6175669
9020 Stoney Point Parkway, Ste 145, Richmond, VA 23235

Philip Wallin (CRD# 6175669) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Richmond, VA and has 1 year of experience in the finance industry.

46
Brent Williams, financial advisor Carmel IN
Brent A. Williams
CRD#: 7021777
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Brent Williams (CRD# 7021777) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

47
Matthew Williams, financial advisor Carmel IN
Matthew T. Williams
CRD#: 5540567
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Matthew Williams (CRD# 5540567) 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.

48
John Wortman, financial advisor Carmel IN
John T. Wortman
CRD#: 2635477
10 W. Carmel Dr Ste 400, Carmel, IN 46032

John Wortman (CRD# 2635477) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 28 years of experience in the finance industry.

49
John Wyand, financial advisor Carmel IN
John P. Wyand
CRD#: 4587905
10 W. Carmel Dr Ste 400, Carmel, IN 46032

John Wyand (CRD# 4587905) 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.

50
Daniela Aviles, financial advisor Carmel IN
Daniela L. Aviles
CRD#: 6810660
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Daniela Aviles (CRD# 6810660) 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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