Unclaimed Profile

Justin M Padgett

VALEO FINANCIAL ADVISORS, LLC·CARMEL, Indiana

Clean record20 years registeredVALEO FINANCIAL ADVISORS, LLC

10 W. CARMEL DR STE 400, CARMEL, IN 46032-3357CRD# 5089654Firm CRD# 127132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin M Padgett · CARMEL, IN

Registration

CRD #5089654 · VALEO FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

VALEO FINANCIAL ADVISORS, LLC

Mar 2007 – present

AVALON WEALTH ADVISORY, INC.

Jan 2006 – Jan 2007

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · January 23, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALEO FINANCIAL ADVISORS, LLC

CRD 127132 · SEC 801-66402

AUM

$8.9B

Regulatory assets under management

Employees

155

18,918 client accounts

Services offered by VALEO FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VALEO FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Justin M Padgett offer?

Justin M Padgett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Justin M Padgett's credentials?

Justin M Padgett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin M Padgett located?

Justin M Padgett 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 Justin M Padgett charge for services?

Justin M Padgett'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.

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