Dylan
Brooks

Valeo Financial Advisors, LLC

CRD#6854049
Investment Advisor
in Carmel, IN

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About this Advisor

Dylan Brooks is a certified financial planner operating out of Carmel, Indiana with 1 year of industry experience. Brooks is currently employed by Valeo Financial Advisors, LLC. During their career, Brooks has held roles at Fj Reitz High School, Aflac, University Of Evansville, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Field And Main Ank, Lpl Financial LLC and Valeo Financial Advisors, LLC. Brooks has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Indiana. Valeo Financial Advisors, LLC is a registered investment firm that has its headquarters in Carmel, IN. The firm has offices in four locations and a total of 161 advisors. It oversees $7 billion in assets among its 15,757 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 15,757 client accounts, 76% are held by high-net-worth clients who have at least $1 million in assets. Valeo Financial Advisors, LLC performs a number of services, including 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. Fees for financial advisory services largely vary depending on the type of financial services offered. Fee types billed by Valeo Financial Advisors, LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, 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

Dylan Brooks Work History

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

2022 - Present (2 years)

Valeo Financial Advisors , LLC

2019 - 2019 (< 1 year)

Northwestern Mutual Wealth Management Company

2019 - 2022 (3 years)

Field And Main Ank

2019 - 2022 (3 years)

Lpl Financial LLC

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2017 (< 1 year)

Aflac

2017 - 2019 (2 years)

Northwestern Mutual Life Insurance Company

2014 - 2018 (4 years)

University Of Evansville

2010 - 2014 (4 years)

Fj Reitz High School

*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 Dylan Brooks 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

Sarah Arthur
Carmel, IN
Kristen Rueth Allen
Carmel, IN
Jamie Vladuchick
Carmel, IN
Melissa Buchert
Carmel, IN
Matthew Williams
Richmond, VA
Charles Ney
Carmel, IN
Ryan Price
Carmel, IN
Charlotte Lippert
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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