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Ted Christofolis

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 2026-02-06
IN RA APPROVED 2012-10-23
  • TX RA
    APPROVED
    Since 2026-02-06
  • IN RA
    APPROVED
    Since 2012-10-23

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
Redwood Accting Services Indianapolis IN 01/1990 Present
Stancorp Investment Advisers, Inc. Indianapolis IN 01/2010 Present
Valeo Financial Advisors Indianapolis IN 10/2012 Present
  • 01/1990 → Present
    Redwood Accting Services
    Indianapolis, IN
  • 01/2010 → Present
    Stancorp Investment Advisers, Inc.
    Indianapolis, IN
  • 10/2012 → Present
    Valeo Financial Advisors
    Indianapolis, IN
Previous Registrations
  • 2010-02-26 → 2011-01-11
    Stancorp Investment Advisers, Inc.
  • 1998-07-26 → 2010-02-10
    Redwood Investment Advisors Ltd
    Indianapolis, IN
  • 1998-07-26 → 2002-12-31
    Redwood Investment Advisors Ltd
    Indianapolis, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-08-22
  • S63 Uniform Securities Agent State Law Examination
    1985-08-22
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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