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Cassidy Karin Hardy

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 2026-03-16
  • IN RA
    APPROVED
    Since 2026-03-16

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 08/2024 Present
Indiana University Bloomington IN 08/2023 08/2024
Valeo Financial Advisors, Llc Carmel IN 05/2023 08/2023
Indiana University Bloomington IN 08/2022 05/2023
Goelzer Investment Management Indianapolis IN 05/2022 08/2022
Indiana University Bloomington IN 08/2020 05/2022
Hamilton Southeastern High School Fishers IN 08/2016 04/2020
Aspen Creek Grill Noblesville IN 04/2020 08/2020
  • 08/2024 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2023 → 08/2024
    Indiana University
    Bloomington, IN
  • 05/2023 → 08/2023
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2022 → 05/2023
    Indiana University
    Bloomington, IN
  • 05/2022 → 08/2022
    Goelzer Investment Management
    Indianapolis, IN
  • 08/2020 → 05/2022
    Indiana University
    Bloomington, IN
  • 08/2016 → 04/2020
    Hamilton Southeastern High School
    Fishers, IN
  • 04/2020 → 08/2020
    Aspen Creek Grill
    Noblesville, 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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