Valeo Financial Advisors LLC
Address: 9450 N Meridian St Suite 300, Indianapolis, IN 46260 Phone: (317) 218-6000: Place name: Category: Website: Hours: : : : : : Website: http://www.valeofinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Valeo Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Valeo Financial Advisors LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Valeo Financial Advisors LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Valeo Financial Advisors LLC Employees
Valeo Financial Advisors LLC May 2015 - August 2015
Wealth Design Consultants, LLC July 2003 - April 2015
Wealth Design Center / NFP July 1999 - June 2003
IBM December 1997 - August 1998
Skills
Certified Financial..., Financial Advisory, Wealth, Estate Planning, Estate Tax Planning, Charitable Planning, Retirement Planning, Personal Financial..., Income Tax, Investments
Education
Purdue University - Krannert School of Management 1995 — 1999
Bachelor of Science, Management/Finance
The American College of Financial Services 2001 — 2003
Certified Financial Planner, Certified Professional Education Program
Valeo Financial Advisors LLC June 2005 - Present
KB Parrish & Co. LLP 1999 - April 2005
Education
Ball State University 1995 — 1999
BS, Accounting
Ball State University - College of Business 1995 — 1999
Accounting
Northwood High School 1991 — 1995
Valeo Financial Advisors, LLC March 2015 - Present
StanCorp Investment Advisers, Inc July 2008 - March 2015
Tisch Investment Advisors, Inc. June 2006 - June 2008
TIAA-CREF 1992 - 2006
H.C. Copeland Financial Services, Inc. 1988 - 1991
Mutual Service Corporation August 1987 - December 1987
Skills
Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Michigan 1978 — 1982
BS, Science
PwC July 2014 - August 2015
Valeo Financial Advisors, LLC August 2013 - December 2013
Circle K May 2012 - August 2012
Tipton Lakes Community June 2006 - August 2008
Education
Butler University 2010 — 2014
Finance, General
Butler University - College of Business Administration 2010 — 2014
Bachelor of Science (BS), Finance
Archer Daniels Midland June 2014 - Present
Valeo Financial Advisors LLC August 2013 - December 2013
Archer Daniels Midland May 2013 - July 2013
Butler University January 2012 - May 2013
Voreis Farms 2005 - May 2013
Lambda chi Alpha 2012 - 2012
Skills
PowerPoint, Microsoft Excel, Economics, Commodity Markets, Stock Market, Finance, Financial Analysis, Hedging, Financial Modeling, Real Estate Economics, Marketing Communications, Teamwork
Education
Butler University - College of Business Administration 2010 — 2014
Bachelor of Science (BS), Economics & Finance, 3.74 / 4
Valeo Financial Advisors LLC March 2013 - Present
Avalon Wealth Advisory April 2006 - February 2013
Northwestern Mutual 2002 - 2006
Skills
Retirement Planning, Financial Analysis, Retirement, Investments, Strategic Financial..., Investment Advisory, Certified Divorce..., Financial Advisory, Estate Planning, Wealth Management, 401k, Portfolio Management, Investment Strategies, Financial Planning
Education
Indiana University Bloomington 1998 — 2002
Public Affairs Management, Management & Finance
Indiana University - Kelley School of Business 1998 — 2002
Certificate in Business Foundations
RMK Maritime March 2014 - Present
Valeo Financial Advisors LLC June 2012 - February 2014
Morgan Stanley Private Wealth Management June 2010 - August 2010
Skills
Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Insurance, Financial Modeling, Microsoft Excel, Economics, Series 7, Valuation, PowerPoint, Finance, Loans, Corporate Finance, Private Equity, Strategic Planning, Microsoft Office, Equities, Financial Services
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Virginia 2011 — 2011
Semester at Sea
Valeo Financial Advisors LLC May 2002 - Present
Education
Purdue University 1986 — 1990
BS
Lids Foundation April 2014 - Present
Valeo Financial Advisors LLC November 2006 - Present
PricewaterhouseCoopers January 2002 - November 2006
Skills
Financial Planning, Retirement Planning, Retirement, Investments, Investment Advisory, Estate Planning, Tax, Strategic Financial...
Education
Butler University 1997 — 2001
B.S., Accounting
Butler University - College of Business Administration 1997 — 2001
B.S., Accounting
Greensburg Community High School 1993 — 1997
Valeo Financial Advisors LLC July 2012 - Present
Hufford Financial Advisors June 2008 - July 2012
JP Morgan Chase March 2006 - June 2008
Skills
Finance, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Loans, Retirement, Investments, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Analysis, Insurance, Investment Management, Mortgage Lending
Education
Baylor University - Hankamer School of Business 1999 — 2003
Finance and Economics
Valeo Financial Advisors LLC June 2013 - Present
Butler Business Accelerator May 2012 - May 2013
Skills
Microsoft Office, Budgeting, Investments, SAP, Strategic Financial..., Budgets
Education
Butler University - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Finance & Marketing
Valeo Financial Advisors LLC October 2012 - Present
Redwood Accounting Services October 1998 - October 2012
Redwood Investment Advisors, Ltd. October 1998 - December 2010
The Windsor Group, Ltd October 1986 - October 1998
Geo. S. Olive & Co CPAs (now BKD) November 1982 - December 1985
Skills
Income Tax, Tax Preparation, Tax, Tax Returns, Corporate Tax, Accounting, Partnership Taxation, S Corporations, Financial Reporting, Financial Accounting, IRS, Financial Analysis
Education
College for Financial Planning 1985 — 1986
CFP
Ball State University 1979 — 1982
BS, Accounting & Finance
Valeo Financial Advisors, LLC August 2006 - Present
Hufford Financial Advisors May 2000 - August 2006
Oxford Financial Group, Ltd. January 1998 - May 2000
Renaissance, LLC January 1997 - January 1998
PGR Solutions May 1995 - December 1996
Skills
Financial Planning, 401k, Investments, Retirement Plans, Retirement Solutions, Retirement Income..., Retirement Planning, Retirement Services, Retirement Plan..., Investment Advisory, Registered Investment..., Certified Financial...
Education
San Jose State University 1991 — 1995
BS, Business Finance
Center for Fiduciary Studies - Accredited Investment Fiduciary® (AIF®) Designation
AIF® Designation, Accredited Investment Fiduciary® (AIF®)
College for Financial Planning - Certified Financial Planner™ (CFP®) Designation
CFP® Designation, Certified Financial Planner(TM) Practitioner
Valeo Financial Advisors LLC November 2008 - Present
Old National Bank October 2000 - October 2008
First Financial Corporation 1999 - 2000
Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Small Business, Strategic Planning, Wealth Management, Asset Management
Education
Indiana State University - Scott College of Business 1990 — 1997
BS, MBA, Life Science, Chemistry, MBA
Terre Haute North Vigo High School 1986 — 1990
Relevant Financial Advisors LLC January 2015 - Present
Valeo Financial Advisors LLC October 2009 - December 2014
Relevant Financial Planning LLC February 2008 - October 2009
Compass Wealth Advisors July 1996 - February 2008
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelors, Business
Altair Advisers June 2015 - Present
Valeo Financial Advisors LLC August 2014 - December 2014
BU Student Managed Investment Fund (S.M.I.F.) August 2014 - December 2014
DEFENDER May 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Customer Service, English, Business Planning, Public Speaking, Research, Windows, Teaching, Strategic Planning, Microsoft Access
Education
Butler University 2011 — 2015
Bachelor's degree, Finance, General
Valeo Financial Advisors LLC July 2014 - Present
Oxford Financial Group, Ltd. May 2012 - July 2012
Skills
Investments, Finance, Financial Modeling, Valuation, Estate Planning, Microsoft Excel, PowerPoint, Risk Management, Strategy, Microsoft Office, Tax, Leadership, Management, Financial Analysis, Public Speaking, Strategic Planning, Customer Service
Education
University of Indianapolis
Master of Business Administration (MBA), Finance, General
University of Indianapolis
Bachelor's degree, Finance, General
Culver Military Academy
Valeo Financial Advisors LLC February 2014 - December 2014
The Fairfax Group, LLC. February 2012 - February 2014
PGA Tour December 2007 - January 2012
Skills
Financial Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2007
Bachelor of Science (B.S.), Management
Valeo Financial Advisors LLC August 2012 - Present
Scecina Memorial High School July 2011 - Present
Foresight Financial Management June 2009 - August 2012
Education
Purdue University - Krannert School of Management 2005 — 2009
BS, economics
College for Financial Planning 2012 — 2012
Certified Financial Planner
Scecina 2001 — 2005
Bachelor, Economics
Financial Partners Group April 2012 - Present
Valeo Financial Advisors, LLC October 2009 - April 2012
UBS Financial Services Inc. July 2005 - September 2009
Linsco/Private Ledger Corp. May 2002 - July 2005
Education
Indiana University - Kelley School of Business 1999 — 2002
B.S. in Business, Marketing
Ball State University 1998 — 1999
Business
Noblesville High School 1994 — 1998
Valeo Financial Advisors LLC November 2014 - Present
MSU Eli Broad School of Business Student Investment Fund December 2013 - May 2014
Michigan State University College of Law May 2013 - May 2014
MSU College of Law Student Bar Association February 2013 - May 2014
MSU COL Journal of Business and Securities Law February 2013 - May 2014
MSU College of Law Housing Clinic January 2013 - May 2014
MSU College of Law Student Bar Association February 2012 - February 2013
University of Cincinnati College of Medicine May 2008 - September 2008
University of Cincinnati Genome Research Institute May 2007 - September 2007
Skills
Legal Writing, PowerPoint, Research, Lexis, Litigation, Criminal Law, Legal Research, Public Speaking, Westlaw, Microsoft Office, Analysis, Mediation, Corporate Law, International Law, Public Policy, Community Outreach, Policy, Copyright Law, Data Analysis, Legal Assistance, Editing, Wordperfect, Nonprofits, Constitutional Law, Policy Analysis, Leadership, Intellectual Property, Legal Issues, Event Planning, Trials, Courts, Higher Education, LexisNexis
Education
Michigan State University College of Law 2011 — 2014
Doctor of Law (JD), Corporate and Securities Law
University of Cincinnati 2007 — 2011
Operations Management, Finance, Business
Valeo Financial Advisors LLC August 2015 - Present
Premiere Credit of North America May 2015 - August 2015
OurHealth January 2015 - May 2015
Butler University September 2013 - April 2015
Community Consolidated School District 15 May 2013 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Public Speaking, Team Leadership, Strategic Planning, Team Building, Microsoft Office, Teamwork, Time Management, Access
Education
Butler University 2012 — 2016
Bachelor of Science (BS), Finance, General
Valeo Financial Advisors LLC 2004 - Present
UBS Wealth Management 2002 - 2003
Delta Tau Delta Fraternity 1999 - 2002
Newcourt Credit Group 1998 - 1999
Associates Commercial Corporation / CitiCapital 1995 - 1998
Skills
Financial Planning, Investments, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Investment Strategies, 401k, Mutual Funds, Asset Management
Education
Butler University - College of Business Administration 1997 — 2001
MBA, Finance
Ball State University 1991 — 1995
BS, History
Danville Community High School 1988 — 1991
Valeo Financial Advisors LLC May 2010 - Present
Team Fulk Consulting May 2009 - May 2010
Diversified Systems, Inc November 2008 - May 2009
Paragon May 2007 - November 2008
KB Home March 2005 - May 2007
US Air Force May 2000 - February 2005
Skills
Process Improvement, Operations Management, Program Management, Process Engineering
Education
The George Washington University - School of Business 2002 — 2004
MS, Project Management
United States Air Force Academy 1996 — 2000
BS, Chemistry
Paul VI High School 1992 — 1996
Valeo Financial Advisors LLC August 2005 - Present
Education
Indiana University-Purdue University at Indianapolis
Charter Capital Partners August 2015 - Present
Merrill Lynch March 2015 - July 2015
Valeo Financial Advisors LLC May 2014 - August 2014
Ronald Blue & Co. May 2013 - September 2013
Skills
Investments, Economics, Financial Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Allocation, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Hope College 2012 — 2015
BS, Management and Economics
Indiana University-Purdue University at Indianapolis 2011 — 2012
Accounting and Finance
Valeo Financial Advisors LLC May 2015 - Present
Butler University October 2013 - Present
Grayhavens Farm May 2014 - May 2015
First Inspection Network June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Leadership, Economics, Finance, Mathematics, Horses, Event Planning, Time Management, Social Networking, Facebook
Education
Butler University - College of Business Administration 2012 — 2016
Economics, Finance, Math, Philosophy, GPA: 3.9
Adlai E. Stevenson High School 2008 — 2012
PNC June 2015 - Present
Valeo Financial Advisors LLC January 2015 - Present
CID Capital September 2014 - December 2014
Butler University Student Managed Investment Fund August 2014 - December 2014
Mercer Investment Consulting May 2014 - August 2014
CID Capital September 2013 - December 2013
Butler University August 2012 - September 2013
Lacks Enterprises April 2013 - August 2013
Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Finance, Financial Analysis, Portfolio Management, Investment Consulting
Education
Butler University - College of Business Administration 2011 — 2015
Finance, General
East Grand Rapids High School 2008 — 2011
Diploma
Mainstreet August 2015 - Present
Valeo Financial Advisors LLC June 2013 - July 2015
Northwestern Mutual May 2012 - March 2013
Mayer Fabrics May 2010 - February 2012
Chris and Joe's Lawn Service May 2010 - August 2010
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BA), Mathematics and Economics
Roncalli High School 2005 — 2009
High Honors
Valeo Financial Advisors LLC August 2015 - Present
Merrill Lynch January 2015 - May 2015
Innovation to Enterprise Central September 2013 - May 2014
Simons Bitzer & Associates January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java, HTML
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Manhattan Prep May 2015 - Present
The Wharton School March 2013 - Present
DICK'S Sporting Goods May 2015 - August 2015
Periculum Capital Company, LLC June 2014 - August 2014
Valeo Financial Advisors LLC June 2011 - July 2011
Skills
Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Management, Operations Management, Social Media, Research, Data Analysis, Market Research, Time Management, Financial Modeling, Team Leadership, Social Networking
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Economics, Management and Operations & Information Management
Hamilton Southeastern High School 2008 — 2012
Valeo Financial Advisors LLC January 2007 - Present
Forensic Investments, LLC January 2004 - December 2006
Skills
Investments, Investment Strategies, Portfolio Management, Financial Analysis, Asset Managment, Economics, Tactical Asset..., Fixed Income Analysis, Investment Advisory
Education
Butler University 2000 — 2004
BA, Finance
National University of Ireland, Galway 2002 — 2002
Wayland Academy 1996 — 2000
Allison Transmission November 2014 - Present
Valeo Financial Advisors LLC May 2014 - August 2014
Indiana University Purdue University of Indianapolis School of Engineering and Technology September 2012 - August 2014
Barnes & Noble April 2008 - November 2011
Skills
Visual Basic..., Bloomberg Terminal, Team Building, Six Sigma, Finance, Management, Coaching, Investments, Microsoft Excel, Time Management, Customer Service, Teamwork, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science (BS), Finance
Valeo Financial Advisors LLC May 2015 - Present
Ernst & Young LLP November 1997 - August 2012
Halliburton 1993 - 1997
Skills
Microsoft Excel, Employee Benefits, Public Speaking, Accounting, Strategic Planning, Employee Relations, Human Resources, Training, Policy, Process Improvement, Customer Service, Budgets, Event Planning
Education
The University of Texas at Dallas
Bachelor of General Studies, Communications, Graduated Cum Laude
Capital Group February 2012 - Present
Valeo Financial Advisors LLC June 2010 - February 2012
Education
Purdue University 2006 — 2010
BS, Financial Counseling & Planning
Valeo Financial Advisors LLC June 2005 - Present
Arthritis Foundation 2006 - Present
Legacy Financial Advisors, LLC December 2003 - May 2005
Oxford Financial Group, Ltd. April 1999 - November 2003
Prudential Securities June 1994 - March 1999
Skills
Strategic Financial..., Retirement, Financial Advisory, Finance, Leadership, Management, Personal Finance, Financial Planners, Estate Planning, Retirement Planning, Investment Advisory, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
University of Evansville 1990 — 1994
BS in Business Administration, Finance
Valeo Financial Advisors LLC December 2006 - Present
Avalon Wealth Advisory May 2002 - December 2006
College Internships May 1998 - August 2000
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelors, Finance, Legal Studies, International Studies
Pike High School 1994 — 1998
CNO Financial Group March 2014 - Present
4086 Advisors September 2013 - March 2014
Valeo Financial Advisors LLC May 2013 - August 2013
Archdiocese of Indianapolis January 2013 - May 2013
CVS Pharmacy June 2009 - March 2012
Best Buy October 2007 - February 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Photoshop, Teamwork, English, Leadership
Education
Butler University 2009 — 2013
Bachelor of Science (BS), International Business
Butler University