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Financial ADVSR advisor directory · SEC adviser records

Valeo Financial Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Valeo Financial Advisors, LLC, by the state and city of the office they work from.

95 registered advisors work at Valeo Financial Advisors, LLC, in 6 states and 7 cities; the most are in Carmel, IN (86). 90 list the CFP designation and 0 are also registered broker representatives.

Search every Valeo Financial Advisors, LLC advisor by name →Who joined and left Valeo Financial Advisors, LLC →Valeo Financial Advisors, LLC: assets, clients and custodians →

Cities with the most Valeo Financial Advisors, LLC advisors

Carmel, IN 86Chicago, IL 2Denver, CO 2Richmond, VA 2Ann Arbor, MI 1Estero, FL 1Littleton, CO 1

Valeo Financial Advisors, LLC advisors by state

Valeo Financial Advisors, LLC in Indiana 86

Carmel 86

Valeo Financial Advisors, LLC in Colorado 3

Denver 2Littleton 1

Valeo Financial Advisors, LLC in Illinois 2

Chicago 2

Valeo Financial Advisors, LLC in Virginia 2

Richmond 2

Valeo Financial Advisors, LLC in Florida 1

Estero 1

Valeo Financial Advisors, LLC in Michigan 1

Ann Arbor 1

Questions

How many financial advisors does Valeo Financial Advisors, LLC have?

95 investment adviser representatives are registered with Valeo Financial Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 6 states and 7 cities. 90 list the CFP designation and 0 are also registered as broker representatives.

Where does Valeo Financial Advisors, LLC have the most advisors?

Carmel, IN, with 86 registered advisors, then Chicago, IL (2). By state, Indiana has the most, with 86.

How do I find a Valeo Financial Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Valeo Financial Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Valeo Financial Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →