Kara
Wright

Valeo Financial Advisors, LLC

CRD#6599035
Investment Advisor
in Carmel, IN

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About this Advisor

Kara Wright is a certified financial planner operating out of Carmel, Indiana who has 1 year of industry experience. Wright is on the advisory team at Valeo Financial Advisors, LLC. Their career trajectory has included roles at Cliftonlarsonallen Wealth Advsiors LLC, Oxford Financial Group LTD, Mark Wise, Cliftonlarsonallen Llp, Northwestern Mutual Investment Services LLC, Valeo Financial Advisors, Spectrum Management Group and Caretaker For Parent. Wright maintains a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Indiana. Valeo Financial Advisors, LLC is a company based out of Carmel, IN. The company has offices in four locations and a total of 161 financial advisors. It administers $7 billion in assets between its 15,757 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 15,757 accounts, 76% are associated with high-net-worth investors who have more than $1 million in assets. Valeo Financial Advisors, LLC has a diverse array 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 charged by financial advisors usually vary depending on which services are offered. However, fees billed by Valeo Financial Advisors, LLC likely consist of some combination of 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

Kara Wright Work History

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

2022 - Present (2 years)

Valeo Financial Advisors

2022 - 2022 (< 1 year)

Caretaker For Parent

2021 - 2022 (1 year)

Spectrum Management Group

2018 - 2021 (3 years)

Valeo Financial Advisors

2017 - 2017 (< 1 year)

Mark Wise

2017 - 2018 (1 year)

Mark Wise

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Cliftonlarsonallen Wealth Advsiors LLC

2015 - 2017 (2 years)

Cliftonlarsonallen Llp

2001 - 2015 (14 years)

Oxford Financial Group LTD

*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 Kara Wright 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
Hannah Thieneman
Carmel, IN
Nicholas Fohrer
Carmel, IN
Alexander Dicke
Carmel, IN
Andrew Tellitocci
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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