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 71 - 79 of 79 top financial advisors.
71
Paige Sanfelippo, financial advisor Carmel IN
Paige S. Sanfelippo
CRD#: 7129176
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Paige Sanfelippo (CRD# 7129176) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

72
Jacob Smith, financial advisor Carmel IN
Jacob M. Smith
CRD#: 7261076
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Jacob Smith (CRD# 7261076) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

73
Madison Theile, financial advisor Carmel IN
Madison Theile
CRD#: 7686010
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Madison Theile (CRD# 7686010) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

74
Robert Tuckfield, financial advisor Carmel IN
Robert W. Tuckfield
CRD#: 7773816
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Robert Tuckfield (CRD# 7773816) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

75
Jacob Valdick, financial advisor Carmel IN
Jacob E. Valdick
CRD#: 7212894
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Jacob Valdick (CRD# 7212894) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

76
Danielle Van Buren, financial advisor Carmel IN
Danielle R. Van Buren
CRD#: 7545920
10 W. Carmel Drive, Suite 400, Carmel, IN 46032

Danielle Van Buren (CRD# 7545920) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

77
Laura Wilson, financial advisor Carmel IN
Laura K. Wilson
CRD#: 7421278
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Laura Wilson (CRD# 7421278) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

78
Jacob Woodward, financial advisor Carmel IN
Jacob Woodward
CRD#: 7425341
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Jacob Woodward (CRD# 7425341) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

79
Jacob Zeiher, financial advisor Carmel IN
Jacob P. Zeiher
CRD#: 6653389
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Jacob Zeiher (CRD# 6653389) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 4 years 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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