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Shaun Robert Williams

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 2025-08-25
  • IN RA
    APPROVED
    Since 2025-08-25

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
Charles Schwab & Co., Inc. Washington DC 02/2015 09/2018
Charles Schwab Bank Washington DC 05/2016 09/2018
Parkview Asset Management, Inc. Oakbrook Terrace IL 06/2020 05/2022
Wealth Planning Network Oakbrook Terrace IL 12/2018 05/2022
Destination Wealth Management Walnut Creek CA 01/2025 Present
Iconiq Capital San Francisco CA 06/2022 01/2025
Ayco Deerfield IL 10/2018 10/2018
Valeo Financial Advisors, Llc Carmel IN 08/2025 Present
Previous Registrations
Other Businesses

Start Date: 08/2025-Owner-T1 Ventures, LLC- Ecommerce business-Frankfort, IN-not during trading hours-Not Investment Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-22
  • S66 Uniform Combined State Law Examination
    2015-07-22
Designations
Other Names
  • Shaun Robert Williams
  • Shaun Williams

View on SEC IAPD

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WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
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

More in Carmel, IN

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