Tyler
Hockett

Valeo Financial Advisors, LLC

CRD#6739799
Investment Advisor
in Carmel, IN

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About this Advisor

Tyler Hockett is a certified financial planner who works out of Carmel, Indiana with 6 years of industry experience. Hockett is an employee of Valeo Financial Advisors, LLC. Throughout their career, they have worked at Valeo Financial Advisors and Student. Hockett is approved to work in Indiana. Valeo Financial Advisors, LLC is a registered investment business based out of Carmel, IN. The company has offices in four locations and a total of 161 financial advisors. It has $7 billion in assets under management across its 15,757 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 15,757 customer accounts, 76% are associated with high-net-worth individuals who have greater than $1 million in assets. Valeo Financial Advisors, LLC performs a wide assortment 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. Fees charged by financial advisors typically depend on which services are offered. However, fees billed by Valeo Financial Advisors, LLC may include some combination of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

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

Tyler Hockett Work History

Tyler has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Valeo Financial Advisors

2000 - 2014 (14 years)

Student

*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 Tyler Hockett 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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