Jacob
Valdick

Valeo Financial Advisors, LLC

CRD#7212894
Investment Advisor
in Carmel, IN

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About this Advisor

Jacob Valdick is a certified financial planner based out of Carmel, Indiana. Valdick is currently employed by Valeo Financial Advisors, LLC. During their career, the advisor has held roles at Valeo Financial Advisors, LLC, Glenbare West High School, Foster Pike & Associates, Anthem, Windsor Wealth Management and Butler University. Valdick is approved to work in Indiana. Valeo Financial Advisors, LLC is a financial advisory firm based in Carmel, IN. The firm has offices in four locations and a total of 161 employees. It administers $7 billion in assets among its 15,757 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 15,757 customer accounts, 76% are held by high-net-worth investors who have greater than $1 million in 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 depend on the financial services offered. Fees billed by Valeo Financial Advisors, LLC can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 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

Jacob Valdick Work History

Jacob has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Valeo Financial Advisors, LLC

2021 - 2021 (< 1 year)

Valeo Financial Advisors, LLC

2020 - 2020 (< 1 year)

Foster Pike & Associates

2020 - 2020 (< 1 year)

Anthem

2020 - 2020 (< 1 year)

Windsor Wealth Management

2017 - 2021 (4 years)

Butler University

2013 - 2017 (4 years)

Glenbare West 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 Jacob Valdick 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
Melissa Buchert
Carmel, IN
Charlotte Lippert
Carmel, IN
Matthew Williams
Richmond, VA
Ryan Price
Carmel, IN
Nicholas Fohrer
Carmel, IN
Ashton Pocta
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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