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Blake A Montgomery

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 2024-12-19
  • IN RA
    APPROVED
    Since 2024-12-19

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
Pioneer High School Royal Center IN 08/2016 05/2017
Indiana Beach Amusement Resort Monticello IN 05/2017 08/2017
Pioneer High School Royal Center IN 08/2017 05/2018
Indiana Beach Amusement Resort Monticello IN 05/2018 08/2018
Taylor University Upland IN 08/2018 05/2019
Indiana Beach Amusement Resort Monticello IN 05/2019 08/2019
Taylor University Upland IN 08/2019 05/2020
Indiana Beach Amusement Resort Monticello IN 05/2020 08/2020
Taylor University Upland IN 08/2020 06/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 03/2024
Northwestern Mutual Investment Services Llc Zionsville IN 10/2021 03/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2022 03/2024
Valeo Financial Advisors, Llc Carmel IN 05/2024 Present
  • 08/2016 → 05/2017
    Pioneer High School
    Royal Center, IN
  • 05/2017 → 08/2017
    Indiana Beach Amusement Resort
    Monticello, IN
  • 08/2017 → 05/2018
    Pioneer High School
    Royal Center, IN
  • 05/2018 → 08/2018
    Indiana Beach Amusement Resort
    Monticello, IN
  • 08/2018 → 05/2019
    Taylor University
    Upland, IN
  • 05/2019 → 08/2019
    Indiana Beach Amusement Resort
    Monticello, IN
  • 08/2019 → 05/2020
    Taylor University
    Upland, IN
  • 05/2020 → 08/2020
    Indiana Beach Amusement Resort
    Monticello, IN
  • 08/2020 → 06/2022
    Taylor University
    Upland, IN
  • 05/2021 → 03/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2021 → 03/2024
    Northwestern Mutual Investment Services Llc
    Zionsville, IN
  • 07/2022 → 03/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2024 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-12
  • S63 Uniform Securities Agent State Law Examination
    2022-03-12
Designations
Other Names
  • Blake A Montgomery

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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

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