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Inactive

Charles Ney

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
TX RA APPROVED 2025-10-07
IN RA APPROVED 2022-06-06
  • TX RA
    APPROVED
    Since 2025-10-07
  • IN RA
    APPROVED
    Since 2022-06-06

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 09/2020 Present
Kemper Insurance Chicago IL 01/2020 09/2020
Cohnreznick, Llc Chicago IL 10/2017 01/2020
Kentner Sellers Vandalia OH 08/2017 10/2017
University Of Dayton Dayton OH 03/2012 08/2017
  • 09/2020 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 01/2020 → 09/2020
    Kemper Insurance
    Chicago, IL
  • 10/2017 → 01/2020
    Cohnreznick, Llc
    Chicago, IL
  • 08/2017 → 10/2017
    Kentner Sellers
    Vandalia, OH
  • 03/2012 → 08/2017
    University Of Dayton
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-06
  • S65 Uniform Investment Adviser Law Examination
    2022-06-06
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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