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Garrett Wayne Chmiola

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 2023-02-23
IN RA APPROVED 2022-03-24
  • IL RA
    APPROVED
    Since 2023-02-23
  • IN RA
    APPROVED
    Since 2022-03-24

Branch Locations

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

24 E Washington St 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
Rsm Us Wealth Management Llc Charlotte NC 05/2018 01/2022
Mountain Credit Union Sylva NC 02/2017 05/2018
Matrix Wealth Advisors Charlotte NC 05/2017 08/2017
Valor Private Wealth Charlotte NC 01/2017 03/2017
Western Carolina University Cullowhee NC 08/2015 05/2018
Java City Cullowhee NC 09/2015 11/2016
Valeo Financial Advisors, Llc Carmel IN 01/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-25
  • S65 Uniform Investment Adviser Law Examination
    2019-01-25
Designations
Other Names
  • Garrett Chmiola

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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