Unclaimed Profile

Timothy A Ginn

VALEO FINANCIAL ADVISORS, LLC·CARMEL, Indiana

Series 63, Series 6526 years registeredVALEO FINANCIAL ADVISORS, LLC

10 W. CARMEL DR STE 400, CARMEL, IN 46032-3357CRD# 2894707Firm CRD# 127132

Profile Verification

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

Identity

Timothy A Ginn · CARMEL, IN

Registration

CRD #2894707 · VALEO FINANCIAL ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MBIA CAPITAL ADVISORS

Aug 2024 – present

VALEO FINANCIAL ADVISORS, LLC

Mar 2007 – May 2024

CARMEL, IN

AVALON WEALTH ADVISORY, INC.

Feb 2000 – Jan 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · February 9, 2000

Years registered · 26

Disclosure History

2024Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Timothy A Ginn offer?

Timothy A Ginn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Timothy A Ginn's credentials?

Timothy A Ginn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy A Ginn located?

Timothy A Ginn 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 Timothy A Ginn charge for services?

Timothy A Ginn'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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