AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Connor Michael Skelly

VALEO FINANCIAL ADVISORS, LLC·CARMEL, Indiana
Clean recordVALEO FINANCIAL ADVISORS, LLC
10 W. CARMEL DR STE 400, CARMEL, IN 46032-3357CRD# 7999915Firm CRD# 127132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Connor Michael Skelly · CARMEL, IN
Registration
CRD #7999915 · VALEO FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Connor Michael Skelly is a registered financial advisor based in CARMEL, Indiana, affiliated with VALEO FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Connor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Connor is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC
AUM
$8.9B
Regulatory assets under management
Employees
155
Total firm employees
View all advisors at VALEO FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH
Regulatory
SEC/IARD CRD# 7999915
Firm CRD# 127132
View on FINRA BrokerCheck →

Looking for a financial advisor in CARMEL?

Browse all registered financial advisors in CARMEL, Indiana or claim this profile if it's yours.

Browse CARMEL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Connor Michael Skelly offer?
Connor Michael Skelly specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Connor Michael Skelly's credentials?
Connor Michael Skelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connor Michael Skelly located?
Connor Michael Skelly is based in CARMEL, Indiana, working with VALEO FINANCIAL ADVISORS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Connor Michael Skelly charge for services?
Connor Michael Skelly's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALEO FINANCIAL ADVISORS, LLC?
VALEO FINANCIAL ADVISORS, LLC has approximately 155 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VALEO FINANCIAL ADVISORS, LLC

Gregory Alan Fulk
CARMEL, IN
Phillip Richard Evans
CARMEL, IN
John Charles Trott
CARMEL, IN
John Thomas Wortman
CARMEL, IN
Justin M Padgett
CARMEL, IN
Timothy A Ginn
CARMEL, IN

More Advisors in CARMEL, Indiana

Michael Joe Chapman
PROVIDENT CAPITAL MANAGEMENT INC·CARMEL, IN
Mark Thomas Wade
INDIE HEALTHCARE FUND MANAGEMENT, LLC·CARMEL, IN
Peter Nielsen Reist
OXFORD FINANCIAL GROUP, LTD·CARMEL, IN
Jay Allen Brammer
INDIE HEALTHCARE FUND MANAGEMENT, LLC·CARMEL, IN
David Steele Bowes
INDIE HEALTHCARE FUND MANAGEMENT, LLC·CARMEL, IN
Donna J Dickinson
INDIE ASSET PARTNERS, LLC·CARMEL, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)FISHERS (16)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile