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Valeo Financial Advisors, LLC CRD 127132
$13.0B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-04 |
Branch Locations
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Naples | FL | 07/2018 | 11/2018 |
| Indiana University | Bloomington | IN | 08/2014 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2018 | 01/2022 |
| Valeo Financial Advisors, Llc | Carmel | IN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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