Logan Mears

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

• 08/2011 → 05/2018
  Batesville Community School Corporation
  Batesville, IN
• 05/2018 → 08/2018
  Prestige Technical Services
  West Chester, OH
• 08/2018 → Present
  Indiana University Purdue University Of Indianapolis
  Indianapolis, IN
• 05/2019 → 08/2019
  Margaret Mary Health
  Batesville, IN
• 01/2020 → 04/2020
  Somerset Cpas And Advisors
  Castleton, IN
• 09/2019 → 05/2020
  Indiana University Purdue University Of Indianapolis
  Indianapolis, IN
• 05/2020 → 05/2021
  Northwestern Mutual
  Indianapolis, IN
• 10/2021 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 10/2021 → Present
  Cetera Investment Advisers
  Schaumburg, IN
• 09/2022 → 04/2023
  Cetera Advisors Llc
  Indianapolis, IN
• 04/2023 → Present
  Valeo Financial
  Carmel, IN

Previous Registrations

• 2021-10-26 → 2023-04-24
  Cetera Investment Advisers Llc
  Indianapolis, IN
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-09

Designations

• Certified Financial Planner