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Colton Romine

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 2023-07-28
  • IN RA
    APPROVED
    Since 2023-07-28

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
Valeo Financial Advisors, Llc Carmel IN 06/2022 Present
Valeo Financial Advisors, Llc Carmel IN 08/2021 05/2022
Hearthside Food Solutions Terre Haute IN 04/2021 08/2021
Masterbrand Cabinets Arthur IL 05/2020 08/2020
Indiana State University Terre Haute IN 08/2018 05/2022
United Prairie Pierson IL 05/2019 08/2019
Einstein Bagels Terre Haute IN 08/2018 12/2018
The Tastee Cup Arthur IL 05/2018 08/2018
The Tastee Cup Arthur IL 05/2017 08/2017
Arthur School District Arthur IL 05/2017 08/2017
Arthur Lovington Atwood Hammond High School Arthur IL 08/2014 08/2018
  • 06/2022 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2021 → 05/2022
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 04/2021 → 08/2021
    Hearthside Food Solutions
    Terre Haute, IN
  • 05/2020 → 08/2020
    Masterbrand Cabinets
    Arthur, IL
  • 08/2018 → 05/2022
    Indiana State University
    Terre Haute, IN
  • 05/2019 → 08/2019
    United Prairie
    Pierson, IL
  • 08/2018 → 12/2018
    Einstein Bagels
    Terre Haute, IN
  • 05/2018 → 08/2018
    The Tastee Cup
    Arthur, IL
  • 05/2017 → 08/2017
    The Tastee Cup
    Arthur, IL
  • 05/2017 → 08/2017
    Arthur School District
    Arthur, IL
  • 08/2014 → 08/2018
    Arthur Lovington Atwood Hammond High School
    Arthur, IL
Designations

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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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