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Inactive

Nick Frey

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 2024-05-16
  • IN RA
    APPROVED
    Since 2024-05-16

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 05/2022 Present
First Merchants Bank Carmel IN 05/2020 08/2020
Valeo Financial Advisors, Llc Carmel IN 05/2021 08/2021
Xavier University Cincinnati OH 08/2018 05/2022
Brebeuf Jesuit Preparatory School Indianapolis IN 08/2014 05/2018
Bub's Burgers And Ice Cream Carmel IN 05/2014 08/2018
  • 05/2022 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 05/2020 → 08/2020
    First Merchants Bank
    Carmel, IN
  • 05/2021 → 08/2021
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2018 → 05/2022
    Xavier University
    Cincinnati, OH
  • 08/2014 → 05/2018
    Brebeuf Jesuit Preparatory School
    Indianapolis, IN
  • 05/2014 → 08/2018
    Bub's Burgers And Ice Cream
    Carmel, IN
Designations
Other Names
  • Nicholas Frey

View on SEC IAPD

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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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