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Inactive

Heath Lange

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
OH RA APPROVED 2023-10-04
IN RA APPROVED 2021-03-17
  • OH RA
    APPROVED
    Since 2023-10-04
  • IN RA
    APPROVED
    Since 2021-03-17

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
Valeo Financial Advisors Carmel IN 08/2019 Present
Student Indianapolis IN 01/2010 07/2019
  • 08/2019 → Present
    Valeo Financial Advisors
    Carmel, IN
  • 01/2010 → 07/2019
    Student
    Indianapolis, IN
Designations

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
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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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