Charles
Penola

Valeo Financial Advisors, LLC

CRD#7039640
Investment Advisor
in Carmel, IN

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About this Advisor

Charles Penola is a certified financial planner who works out of Carmel, Indiana with a total of 1 year of industry experience. Penola is an employee of Valeo Financial Advisors, LLC. Penola has gained experience at Hire Road, Inc, Hillsdale College, Vested Risk Strategies, Zionsville Community Schools, Nationwide Advisory Solutions, Massmutual Life Insurance Company, Mml Investors Services and Valeo Financial Advisors, LLC. Penola maintains a Series 63 license, designating them as a securities broker, and is able to serve investors in Indiana. Valeo Financial Advisors, LLC is a registered investment firm operating out of Carmel, IN. It has offices in four locations and a total of 161 employees. It administers $7 billion in assets between its 15,757 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to eight charities and foundations. Of its 15,757 client accounts, 76% are held by high-net-worth investors who have more than $1 million in investable assets. Valeo Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Valeo Financial Advisors, LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10 W. Carmel Dr Ste 400
Carmel, IN 46032-3357

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Valeo Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$7,103,709,028

IN Average: $1,347,246,178
Total Number of Employees

161

IN Average: 46
Total Number of Accounts

15,757

IN Average: 1,775
Average Account Size

$450,829

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Penola Work History

Charles has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Valeo Financial Advisors, LLC

2021 - 2021 (< 1 year)

Massmutual Life Insurance Company

2021 - 2021 (< 1 year)

Mml Investors Services

2018 - 2018 (< 1 year)

Hire Road, Inc

2018 - 2021 (3 years)

Nationwide Advisory Solutions

2017 - 2017 (< 1 year)

Vested Risk Strategies

2013 - 2017 (4 years)

Hillsdale College

2006 - 2013 (7 years)

Zionsville Community Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Penola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valeo Financial Advisors, LLC

Kristen Rueth Allen
Carmel, IN
Sarah Arthur
Carmel, IN
Alexander Dicke
Carmel, IN
Hannah Thieneman
Carmel, IN
Nicholas Fohrer
Carmel, IN
Jamie Vladuchick
Carmel, IN
Matthew Williams
Richmond, VA
Lindsey Fairchild
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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