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Matthew William Keller

Valeo Financial Advisors, LLC

Carmel, IN

CRD 7545983

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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:

Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-12
IN RA APPROVED 2022-07-18
  • TX RA
    APPROVED
    Since 2026-01-12
  • IN RA
    APPROVED
    Since 2022-07-18

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
Ernst & Young Llp Indianapolis IN 01/2019 01/2022
Valeo Financial Advisors. Llc Carmel IN 01/2022 Present
Full-Time College Student Evansville IN 08/2014 12/2018
Ernst & Young Llp Indianapolis IN 05/2017 08/2017
  • 01/2019 → 01/2022
    Ernst & Young Llp
    Indianapolis, IN
  • 01/2022 → Present
    Valeo Financial Advisors. Llc
    Carmel, IN
  • 08/2014 → 12/2018
    Full-Time College Student
    Evansville, IN
  • 05/2017 → 08/2017
    Ernst & Young Llp
    Indianapolis, IN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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