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Katelyn Leann Turcheck

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 2024-11-19
  • IN RA
    APPROVED
    Since 2024-11-19

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
Charles Schwab & Co., Inc. Indianapolis IN 05/2018 04/2021
Finishline Kokomo IN 05/2015 02/2020
Kokomo Jackrabbits Kokomo IN 05/2017 08/2017
Purdue University West Lafayette IN 08/2014 05/2018
Morgan Stanley Indianapolis IN 05/2021 09/2021
Charles Schwab & Co., Inc. Carmel IN 09/2021 11/2024
Charles Schwab Bank, Ssb Carmel IN 09/2021 11/2024
Valeo Financial Advisors, Llc Carmel IN 11/2024 Present
Previous Registrations
Other Businesses

Start Date: 09/2025 -Gamma Phi Beta Beta Xi-Advisor to Executive Council-Columbus, OH-1 hour per month-Not Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
S63 Uniform Securities Agent State Law Examination 2019-02-25
  • S66 Uniform Combined State Law Examination
    2021-01-08
  • S63 Uniform Securities Agent State Law Examination
    2019-02-25
Designations
Other Names
  • Katelyn L Turcheck

View on SEC IAPD

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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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