John Caleb Hardman

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

• 07/2017 → 07/2017
  Mcdonalds
  Avon, IN
• 11/2013 → 07/2017
  Student
  Indianapolis, IN
• 07/2017 → 10/2017
  Custommed Apothecary
  Indianapolis, IN
• 10/2017 → 08/2018
  Amc Theaters
  Plainfield, IN
• 05/2018 → 09/2018
  Highland Golf And Country Club
  Indianapolis, IN
• 09/2018 → 04/2019
  Starbucks
  Brownsburg, IN
• 04/2019 → 11/2020
  Student
  West Lafayette, IN
• 11/2020 → 11/2021
  Fresh Prints
  New York, NY
• 11/2021 → 05/2023
  Student
  West Lafayette, IN
• 12/2021 → 10/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2022 → 10/2023
  Northwestern Mutual Investment Services Llc
  Carmel, IN
• 11/2023 → 06/2024
  Fidelity Investments
  Indianapolis, IN
• 06/2024 → Present
  Valeo Financial Advisors, Llc
  Carmel, IN

Other Businesses

MillaK Photography, LLC: photography business, not investment related, zero hrs during trading. KC Elo Ventures LLC: established for home rentals, not investment related, zero hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-24
• S63 Uniform Securities Agent State Law Examination
  2022-05-21

Designations

• Certified Financial Planner

Other Names

• Caleb Hardman