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Grace Carlisle Evans

Valeo Financial Advisors, LLC

Carmel, IN

Chicago, IL

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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
IL RA APPROVED 2026-08-18
IN RA APPROVED 2026-08-18
  • IL RA
    APPROVED
    Since 2026-08-18
  • IN RA
    APPROVED
    Since 2026-08-18

Branch Locations

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

24 E Washington Street Suite 875, Chicago, IL 60602 • 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 09/2024 Present
Unemployed Columbus OH 08/2024 09/2024
Valeo Financial Advisors, Llc Carmel IN 05/2024 08/2024
Student Columbus OH 08/2023 05/2024
Kpmg Chicago IL 06/2023 08/2023
Student Carmel IN 08/2016 06/2023
Designations

View on SEC IAPD

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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

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