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Inactive

Katherine Harper

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 2026-08-13
  • IN RA
    APPROVED
    Since 2026-08-13

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
Sheaff Brock Investment Advisors, Llc Indianapolis IN 07/2014 09/2025
Innovative Portfolios, Llc Indianapolis IN 12/2018 10/2025
Salzinger Sheaff Brock, Llc Indianapolis IN 07/2014 05/2025
Allworth Financial Indianapolis IN 05/2025 Present
  • 07/2014 → 09/2025
    Sheaff Brock Investment Advisors, Llc
    Indianapolis, IN
  • 12/2018 → 10/2025
    Innovative Portfolios, Llc
    Indianapolis, IN
  • 07/2014 → 05/2025
    Salzinger Sheaff Brock, Llc
    Indianapolis, IN
  • 05/2025 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
Other Businesses

Secateur Co, LLC- Indianapolis, IN-Operational IT support and consulting. Not securities related-10 hours a month, not during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-08
  • S66 Uniform Combined State Law Examination
    2012-10-08
Other Names
  • Katherine Elizabeth Harper

View on SEC IAPD

Other Firms

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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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