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Cody H Gutwein

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 2024-06-13
  • IN RA
    APPROVED
    Since 2024-06-13

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
Inotiv, Inc. West Lafayette IN 04/2021 06/2021
Oneindiana Financial Group Indianapolis IN 06/2021 11/2021
Purdue West Lafayette IN 08/2018 05/2022
Frontier High School Chalmers IN 08/2014 05/2018
  • 06/2022 → Present
    Valeo Financial Advisors
    Carmel, IN
  • 04/2021 → 06/2021
    Inotiv, Inc.
    West Lafayette, IN
  • 06/2021 → 11/2021
    Oneindiana Financial Group
    Indianapolis, IN
  • 08/2018 → 05/2022
    Purdue
    West Lafayette, IN
  • 08/2014 → 05/2018
    Frontier High School
    Chalmers, IN
Designations

View on SEC IAPD

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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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