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 61 - 70 of 79 top financial advisors.
61
John Kirkpatrick, financial advisor Carmel IN
John R. Kirkpatrick
CRD#: 7715242
10 W. Carmel Dr Ste 400, Carmel, IN 46032

John Kirkpatrick (CRD# 7715242) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

62
Jacob Kleimola, financial advisor Centennial CO
Jacob Kleimola
CRD#: 7488091
7430 East Caley Avenue, Suite 240, Centennial, CO 80111

Jacob Kleimola (CRD# 7488091) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Centennial, CO and has 1 year of experience in the finance industry.

63
Heath Lange, financial advisor Carmel IN
Heath Lange
CRD#: 7350705
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Heath Lange (CRD# 7350705) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

64
Logan Mears, financial advisor Carmel IN
Logan Mears
CRD#: 7178263
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Logan Mears (CRD# 7178263) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 2 years of experience in the finance industry.

65
Zachary Meyer, financial advisor Carmel IN
Zachary Meyer
CRD#: 6604121
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Zachary Meyer (CRD# 6604121) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

66
Charles Ney, financial advisor Carmel IN
Charles Ney
CRD#: 7525498
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Charles Ney (CRD# 7525498) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

67
Charles Penola, financial advisor Carmel IN
Charles S. Penola
CRD#: 7039640
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Charles Penola (CRD# 7039640) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 5 years of experience in the finance industry.

68
Ashton Pocta, financial advisor Richmond VA
Ashton Pocta
CRD#: 7487634
9020 Stoney Point Parkway, Suite 145, Richmond, VA 23235

Ashton Pocta (CRD# 7487634) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Richmond, VA and has 1 year of experience in the finance industry.

69
Ryan Price, financial advisor Carmel IN
Ryan D. Price
CRD#: 7612603
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Ryan Price (CRD# 7612603) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

70
Colton Romine, financial advisor Carmel IN
Colton Romine
CRD#: 7790706
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Colton Romine (CRD# 7790706) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

PREV ... 3 4 5 6 7 8 ... Next

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals