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Kristine Merta

Valeo Financial Advisors, LLC

Carmel, IN

Naples, FL

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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
FL RA APPROVED 2023-02-21
  • FL RA
    APPROVED
    Since 2023-02-21

Branch Locations

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

Naples, FL • 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 Indianapolis IN 11/2017 Present
Amma Parenting Center Minneapolis MN 04/2016 11/2017
Previous Registrations
Other Businesses

Start Date: 08/2016-Co-Owner-Amma Parenting-Prenatal and Postnatal Education-Edina, MN-5 Hours a Month-Not Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-09
  • S65 Uniform Investment Adviser Law Examination
    2012-04-09
Other Names
  • Kristine Joanne Merta
  • Kristine Akins

View on SEC IAPD

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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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