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Inactive

Easton Meyer

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 2024-08-23
  • IN RA
    APPROVED
    Since 2024-08-23

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
Valeo Financial Advisors, Llc Carmel IN 06/2023 Present
University Of Indianapolis Indianapolis IN 08/2019 05/2023
University Of Indianapolis Indianapolis IN 03/2021 08/2023
Valeo Financial Carmel IN 08/2021 06/2023
Morris Inn At Notre Dame South Bend IN 12/2017 05/2019
Southbend Cubs South Bend IN 04/2015 10/2016
Unemployed - Student South Bend IN 10/2016 12/2017
  • 06/2023 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2019 → 05/2023
    University Of Indianapolis
    Indianapolis, IN
  • 03/2021 → 08/2023
    University Of Indianapolis
    Indianapolis, IN
  • 08/2021 → 06/2023
    Valeo Financial
    Carmel, IN
  • 12/2017 → 05/2019
    Morris Inn At Notre Dame
    South Bend, IN
  • 04/2015 → 10/2016
    Southbend Cubs
    South Bend, IN
  • 10/2016 → 12/2017
    Unemployed - Student
    South Bend, IN
Designations

View on SEC IAPD

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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

More in Carmel, IN

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