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 51 - 60 of 79 top financial advisors.
51
Geoff Beck, financial advisor Carmel IN
Geoff M. Beck
CRD#: 6810600
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Geoff Beck (CRD# 6810600) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

52
Cara Brasor, financial advisor Carmel IN
Cara B. Brasor
CRD#: 4776824
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Cara Brasor (CRD# 4776824) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 19 years of experience in the finance industry.

53
Regan Clark, financial advisor Carmel IN
Regan Clark
CRD#: 7425327
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Regan Clark (CRD# 7425327) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

54
Audra Dial, financial advisor Carmel IN
Audra N. Dial
CRD#: 7246613
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Audra Dial (CRD# 7246613) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

55
Shelby Ferstl, financial advisor Carmel IN
Shelby Ferstl
CRD#: 7174453
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Shelby Ferstl (CRD# 7174453) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

56
Gregory Fulk, financial advisor Carmel IN
Gregory A. Fulk
CRD#: 6038382
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Gregory Fulk (CRD# 6038382) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

57
Noah Heim, financial advisor Carmel IN
Noah Heim
CRD#: 7791424
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Noah Heim (CRD# 7791424) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

58
Samuel Issermoyer, financial advisor Carmel IN
Samuel A. Issermoyer
CRD#: 7531128
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Samuel Issermoyer (CRD# 7531128) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

59
Matthew Keller, financial advisor Carmel IN
Matthew W. Keller
CRD#: 7545983
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Matthew Keller (CRD# 7545983) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

60
Nathan Kilpatrick, financial advisor Carmel IN
Nathan M. Kilpatrick
CRD#: 7718772
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Nathan Kilpatrick (CRD# 7718772) 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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