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Chad Dennis Reed

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 2009-01-20
  • IN RA
    APPROVED
    Since 2009-01-20

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
Valeo Financial Advisors, Llc Carmel IN 06/2005 Present
Previous Registrations
  • 2004-09-30 → 2005-05-27
    Ameritas Investment Company, Llc
    Indianapolis, IN
  • 2004-01-19 → 2004-09-30
    The Advisors Group, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-17
S63 Uniform Securities Agent State Law Examination 2003-04-05
  • S65 Uniform Investment Adviser Law Examination
    2004-01-17
  • S63 Uniform Securities Agent State Law Examination
    2003-04-05
Designations
Other Names
  • Chad Reed

View on SEC IAPD

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ADAM TREVOR BUNDAY
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DAKOTA A BUNDAY
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DAVID STEWART LANE WEIR
CATHERINE HARSTICK
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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