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Geoff M Beck

Valeo Financial Advisors, LLC

Chicago, IL

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 2025-10-20
IL RA APPROVED 2023-09-11
IN RA APPROVED 2019-10-10
  • TX RA
    APPROVED
    Since 2025-10-20
  • IL RA
    APPROVED
    Since 2023-09-11
  • IN RA
    APPROVED
    Since 2019-10-10

Branch Locations

24 E Washington St Suite 875, Chicago, IL 60602 • United States

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
Valeo Financial Advisors Indianapolis IN 08/2017 Present
Student Indianapolis IN 01/2001 05/2018
  • 08/2017 → Present
    Valeo Financial Advisors
    Indianapolis, IN
  • 01/2001 → 05/2018
    Student
    Indianapolis, IN
Designations

View on SEC IAPD

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