Kara M Wright

$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	2022-09-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cliftonlarsonallen Wealth Advsiors Llc	Indianapolis	IN	01/2016	04/2017
Mark Wise	Indianapolis	IN	04/2017	05/2017
Cliftonlarsonallen Llp	Indianapolis	IN	10/2015	04/2017
Mark Wise	Indianapolis	IN	05/2017	05/2018
Northwestern Mutual Investment Services Llc	Indianapolis	IN	05/2017	04/2018
Valeo Financial Advisors	Indianapolis	IN	05/2018	09/2021
Spectrum Management Group	Indianapolis	IN	09/2021	02/2022
Valeo Financial Advisors	Carmel	IN	09/2022	Present
Caretaker For Parent	Bluffton	IN	02/2022	09/2022

01/2016 → 04/2017

Cliftonlarsonallen Wealth Advsiors Llc

Indianapolis, IN
04/2017 → 05/2017

Mark Wise

Indianapolis, IN
10/2015 → 04/2017

Cliftonlarsonallen Llp

Indianapolis, IN
05/2017 → 05/2018

Mark Wise

Indianapolis, IN
05/2017 → 04/2018

Northwestern Mutual Investment Services Llc

Indianapolis, IN
05/2018 → 09/2021

Valeo Financial Advisors

Indianapolis, IN
09/2021 → 02/2022

Spectrum Management Group

Indianapolis, IN
09/2022 → Present

Valeo Financial Advisors

Carmel, IN
02/2022 → 09/2022

Caretaker For Parent

Bluffton, IN

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-06-19

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