Garrett Wayne Chmiola

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 01/2022
  Rsm Us Wealth Management Llc
  Charlotte, NC
• 02/2017 → 05/2018
  Mountain Credit Union
  Sylva, NC
• 05/2017 → 08/2017
  Matrix Wealth Advisors
  Charlotte, NC
• 01/2017 → 03/2017
  Valor Private Wealth
  Charlotte, NC
• 08/2015 → 05/2018
  Western Carolina University
  Cullowhee, NC
• 09/2015 → 11/2016
  Java City
  Cullowhee, NC
• 01/2022 → Present
  Valeo Financial Advisors, Llc
  Carmel, IN

Previous Registrations

• 2019-01-25 → 2022-01-19
  Choreo, Llc
  Charlotte, NC
  Rockford, IL

Other Businesses

Start Date; 09/2024: National Association of Personal Financial Advisors (NAPFA)-- 8700 W Bryn Mawr Ave Suite 700N, Chicago, IL 60631-Midwest Region Board President-3 hours a month-Professional Organization

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-25

Designations

• Certified Financial Planner

Other Names

• Garrett Chmiola