Brian Nathaniel Spead

Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 05/2019
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2012 → 05/2019
  Charles Schwab Bank
  Lone Tree, CO
• 12/2019 → Present
  Valeo Financial Advisors, Llc
  Indianapolis, IN
• 06/2019 → 11/2019
  Self-Employed
  Castle Rock, CO

Previous Registrations

• 2011-03-21 → 2019-05-30
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Denver, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2011-03-18
• S63 Uniform Securities Agent State Law Examination
  2006-10-30

Designations

• Certified Financial Planner