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Andrew Corey Brown

Valeo Financial Advisors, LLC

Ann Arbor, MI

Carmel, IN

CRD 6113487

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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:

Current Employers
Valeo Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-04-28
IN RA APPROVED 2015-04-27
  • MI RA
    APPROVED
    Since 2015-04-28
  • IN RA
    APPROVED
    Since 2015-04-27

Branch Locations

1590 Eisenhower Pl, Ann Arbor, MI 48108 • United States

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
Sunrise Gymnastics Toledo OH 04/2008 Present
Valeo Financial Advisors Ann Arbor MI 03/2015 Present
  • 04/2008 → Present
    Sunrise Gymnastics
    Toledo, OH
  • 03/2015 → Present
    Valeo Financial Advisors
    Ann Arbor, MI
Previous Registrations
Other Businesses

BUSINESS NAME: ANDREW BROWN, NON-INVESTMENT RELATED. JUDGING GYMNASTICS COMPETITIONS. BUSINESS ADDRESS: 1236 DAISY LANE, MILAN, MI 48160. POSITION: SOLE PROPRIETOR. START DATE 2003. HOURS PER MONTH 8-10. NO HOURS DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE JUDGING GYMNASTICS. THE NATIONAL GYMNASTICS FOUNDATION, INC.-Committee member-1-2 hours a month. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-21
  • S65 Uniform Investment Adviser Law Examination
    2012-09-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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