Inactive

Shelby Ferstl

Valeo Financial Advisors, LLC

CRD 7174453

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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:

Current Employers

Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-30
CO	RA	APPROVED	2025-09-10

MN RA
APPROVED

Since 2026-01-30
CO RA
APPROVED

Since 2025-09-10

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Lake Elmo, MN • 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

Organization	City	State	From	To
Valeo Financial Advisors	Indianapolis	IN	10/2018	Present
Meristem Family Wealth	Minnetonka	MN	09/2016	08/2018
Student	Duluth	MN	01/2000	09/2016

10/2018 → Present

Valeo Financial Advisors

Indianapolis, IN
09/2016 → 08/2018

Meristem Family Wealth

Minnetonka, MN
01/2000 → 09/2016

Student

Duluth, MN

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.

OPPENHEIMER ASSET MANAGEMENT

ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY

GARY MICHAEL BRIDWELL

DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN

ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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