Kristine
Merta
Valeo Financial Advisors, LLC
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About this Advisor
Kristine Merta is a financial advisor working out of Carmel, Indiana. Merta works at Valeo Financial Advisors, LLC. Over the course of their career, they have held roles at Oxford Financial Group, LTD, Valeo Financial Advisors and Amma Parenting Center. Merta maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in Florida. Valeo Financial Advisors, LLC is a registered investment company that has its headquarters in Carmel, IN. The company has offices in four locations and a total of 161 employees. It manages $7 billion in assets among its 15,757 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 15,757 client accounts, 76% are associated with high-net-worth investors who have greater than $1 million in investable assets. Valeo Financial Advisors, LLC performs a wide set 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. Financial management fee schedules usually vary depending on the financial services offered. However, fees charged by Valeo Financial Advisors, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
$7,103,709,028
161
15,757
$450,829
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
Kristine Merta Work History
Kristine has been registered as a financial advisor for 0 years.*
Valeo Financial Advisors
Amma Parenting Center
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 Kristine Merta 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
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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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