Charles Scott Penola

Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 09/2018
  Hire Road, Inc.
  Commerce Charter Twp, MI
• 05/2013 → 12/2017
  Hillsdale College
  Hillsdale, MI
• 05/2017 → 08/2017
  Vested Risk Strategies
  Hillsdale, MI
• 10/2018 → 01/2021
  Nationwide Advisory Solutions
  Louisville, KY
• 01/2021 → 02/2021
  Massmutual Life Insurance Company
  Indianapolis, IN
• 01/2021 → 02/2021
  Mml Investors Services
  Indianapolis, IN
• 03/2021 → Present
  Valeo Financial Advisors, Llc
  Carmel, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-24

Designations

• Certified Financial Planner

Other Names

• Scott Penola