Financial ADVSR advisor directory · SEC adviser records
Valeo Financial Advisors, LLC financial advisors in Carmel, IN
Every SEC-registered investment adviser representative at a Valeo Financial Advisors, LLC office in Carmel, A to Z.
The short answer
86 registered advisors work at Valeo Financial Advisors, LLC in Carmel, out of 95 at the firm nationwide; it ranks number 1 in the city by advisors. 81 list the CFP designation and 0 are also registered broker representatives.
Valeo Financial Advisors, LLC advisors in Carmel, A to Z
Every Valeo Financial Advisors, LLC advisor →- Audra N. AmesCertified Financial Planner
- Emeliano A. AmeyeCertified Financial Planner
- Hal Armstrong VCertified Financial Planner
- Sarah E. ArthurCertified Financial Planner
- Daniela L. AvilesCertified Financial Planner
- Geoff M. BeckCertified Financial Planner
- Joshua R. BowersCertified Financial Planner
- James BrashaberCertified Financial Planner
- Dylan R. BrooksCertified Financial Planner
- Lauren A. BrownCertified Financial Planner
- Melissa BuchertCertified Financial Planner
- Clay CampbellCertified Financial Planner
- Sarah CazaresCertified Financial Planner
- Ted ChristofolisCertified Financial Planner
- Regan ClarkCertified Financial Planner
- Chintan DesaiCertified Financial Planner
- Robert J. EdwardsChartered Financial Analyst
- Kyle W. ErbCertified Financial Planner
- Phillip R. EvansCertified Financial Planner
- Shelby FerstlCertified Financial Planner
- Virginia L. FixCertified Financial Planner
- Nicholas A. FohrerCertified Financial Planner
- Nick FreyCertified Financial Planner
- Cody H. GutweinCertified Financial Planner
- Ali HakimCertified Financial Planner
- John C. HardmanCertified Financial Planner
- Cassidy K. HardyCertified Financial Planner
- Katherine HarperInvestment adviser rep
- David L. HechtCertified Financial Planner
- Noah HeimCertified Financial Planner
- Daniel T. HouchensCertified Financial Planner
- James M. HughesCertified Financial Planner
- Johnny R. JagerCertified Financial Planner
- Matthew D. JarvisCertified Financial Planner
- Greg T. JordanCertified Financial Planner
- Luke J. KellerCertified Financial Planner
- Matthew W. KellerCertified Financial Planner
- Nathan M. KilpatrickCertified Financial Planner
- Evan LabrecqueCertified Financial Planner
- Luke W. LambeckCertified Financial Planner
- Heath LangeCertified Financial Planner
- Charlotte LippertChartered Financial Analyst
- William LoganCertified Financial Planner
- Logan MearsCertified Financial Planner
- Kristine MertaInvestment adviser rep
- Easton MeyerCertified Financial Planner
- Andrew C. MichaelCertified Financial Planner
- Phillip C. MickelCertified Financial Planner
- Blake A. MontgomeryCertified Financial Planner
- Benjamin F. MossoneyCertified Financial Planner
- Aidan P. NewsomCertified Financial Planner
- Charles NeyCertified Financial Planner
- Trey NobbeCertified Financial Planner
- Zachary A. O'ConnorCertified Financial Planner
- Davis OdomCertified Financial Planner
- Fernando L. OrtizCertified Financial Planner
- Justin M. PadgettCertified Financial Planner
- David A. PageCertified Financial Planner
- Charles S. PenolaCertified Financial Planner
- Brett M. PlossCertified Financial Planner
- Ryan D. PriceCertified Financial Planner
- Chad D. ReedCertified Financial Planner
- Colton RomineCertified Financial Planner
- Brian C. RosswurmCertified Financial Planner
- Peter Joseph N. RoyecaCertified Financial Planner
- Kristen M. Rueth AllenCertified Financial Planner
- Paige S. SanfelippoCertified Financial Planner
- James A. ScheriCertified Financial Planner
- Richard D. SeaverCertified Financial Planner
- Christopher J. SieglCertified Financial Planner
- Jacob M. SmithCertified Financial Planner
- Katie J. SmithCertified Financial Planner
- Erich H. StoutCertified Financial Planner
- Madison TheileCertified Financial Planner
- John C. TrottCertified Financial Planner
- Robert W. TuckfieldCertified Financial Planner
- Katelyn L. TurcheckCertified Financial Planner
- Jacob E. ValdickCertified Financial Planner
- Jamie N. VladuchickChartered Financial Analyst
- Nicholas J. WeyhmuellerCertified Financial Planner
- Brent A. WilliamsCertified Financial Planner
- Matthew T. WilliamsCertified Financial Planner
- Shaun R. WilliamsCertified Financial Planner
- Laura K. WilsonCertified Financial Planner
- Jacob WoodwardCertified Financial Planner
- John T. WortmanCertified Financial Planner
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Valeo Financial Advisors, LLC advisors in other cities
Chicago, IL 3Richmond, VA 2Ann Arbor, MI 1Denver, CO 1Littleton, CO 1Ottawa, OH 1
Other firms in Carmel
All Carmel advisors →Capital Client Group, Inc. 67Raymond James & Associates, Inc. 37Oxford Financial Group, Ltd. 35Archer Investment Corporation 31LPL Financial LLC 26Shepherd Financial Investment Advisory LLC 25Valic Financial Advisors, Inc. 24Goelzer Investment Management 22Charles Schwab & Co., Inc. 19Edward Jones 16Equitable Advisors, LLC 15Strategic Advisers LLC 14
Questions
How many financial advisors does Valeo Financial Advisors, LLC have in Carmel?
86 investment adviser representatives are registered at Valeo Financial Advisors, LLC offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 95 nationwide. 81 list the CFP designation and 0 are also registered as broker representatives.
Is Valeo Financial Advisors, LLC one of the largest advisor employers in Carmel?
Valeo Financial Advisors, LLC ranks number 1 in Carmel by registered advisors, ahead of Capital Client Group, Inc. (67).
How do I check a Valeo Financial Advisors, LLC advisor in Carmel?
Each advisor below 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. Advisors are listed at the city of the Valeo Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.