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Noah Heim

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
TX RA APPROVED 2026-02-02
IN RA APPROVED 2023-09-13
  • TX RA
    APPROVED
    Since 2026-02-02
  • IN RA
    APPROVED
    Since 2023-09-13

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 Carmel IN 06/2022 Present
Valeo Financial Advisors, Llc Carmel IN 08/2021 06/2022
Concorde General Agency, Inc. Fargo ND 07/2021 08/2021
Great American Insurance Group Cinncinatti OH 06/2021 07/2021
Indiana State University Terre Haute IN 08/2018 05/2022
Jasper High School Jasper IN 08/2014 05/2018
Kimball Electronics Jasper IN 05/2019 08/2019
  • 06/2022 → Present
    Valeo Financial Advisors
    Carmel, IN
  • 08/2021 → 06/2022
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 07/2021 → 08/2021
    Concorde General Agency, Inc.
    Fargo, ND
  • 06/2021 → 07/2021
    Great American Insurance Group
    Cinncinatti, OH
  • 08/2018 → 05/2022
    Indiana State University
    Terre Haute, IN
  • 08/2014 → 05/2018
    Jasper High School
    Jasper, IN
  • 05/2019 → 08/2019
    Kimball Electronics
    Jasper, IN
Designations

View on SEC IAPD

Other Firms

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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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