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VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC
CARMEL, Indiana
·
8 registered advisors
·
CRD# 127132
SEC# 801-66402
6
317.218.6000
01
Firm Overview
AUM
$8.9B
Regulatory assets under management
Employees
155
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at VALEO FINANCIAL ADVISORS, LLC
8 registered advisors
Connor Michael Skelly
CARMEL, Indiana
CRD# 7999915
Gregory Alan Fulk
CARMEL, Indiana
CRD# 6038382
John Charles Trott
CARMEL, Indiana
CRD# 2081127
John Thomas Wortman
CARMEL, Indiana
CRD# 2635477
Justin M Padgett
CARMEL, Indiana
CRD# 5089654
Phillip Richard Evans
CARMEL, Indiana
CRD# 2129789
Timothy A Ginn
CARMEL, Indiana
CRD# 2894707
Todd Edward Sears
CARMEL, Indiana
CRD# 5759023
05
Office Locations
CARMEL, Indiana
8 advisors
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Data sourced from SEC Form ADV filings. VALEO FINANCIAL ADVISORS, LLC (CRD# 127132) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.