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Charlotte Lippert

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-04-18
  • IN RA
    APPROVED
    Since 2017-04-18

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charlotte Lippert Wealth Management Carmel IN 01/2012 04/2017
Valeo Financial Advisors Indianapolis IN 04/2017 06/2022
Valeo Financial Advisors, Llc Carmel IN 06/2022 Present
  • 01/2012 → 04/2017
    Charlotte Lippert Wealth Management
    Carmel, IN
  • 04/2017 → 06/2022
    Valeo Financial Advisors
    Indianapolis, IN
  • 06/2022 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-24
  • S65 Uniform Investment Adviser Law Examination
    2002-07-24
Designations
Other Names
  • Charlotte Jones
  • Charlotte Weems

View on SEC IAPD

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DAVID STEWART LANE WEIR
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BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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