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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

CHARLOTTE LIPPERT

Advisor at VALEO FINANCIAL ADVISORS, LLC

CARMEL, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALEO FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Jul 24, 2002
First registration: Jul 25, 2002
Dual registered: no
Other names: CHARLOTTE JONES|CHARLOTTE WEEMS
IAPD individual key: 4553048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALEO FINANCIAL ADVISORS, LLC	Independent wealth	Apr 18, 2017	n/a	yes	CARMEL, IN	Current employment
WINTHROP CAPITAL MANAGEMENT	Institutional manager	Jun 24, 2014	Dec 10, 2015	no	CARMEL, IN	Previous registration
CHARLOTTE LIPPERT WEALTH MANAGEMENT	n/a	Feb 6, 2012	May 23, 2017	no	CARMEL, IN	Previous registration
BEDEL FINANCIAL CONSULTING INC	Independent wealth	Apr 12, 2010	Jan 5, 2012	no	INDIANAPOLIS, IN	Previous registration
SIGNAL CAPITAL MANAGEMENT,INC.	n/a	Jul 25, 2002	Jun 29, 2007	no	MUNCIE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLOTTE LIPPERT WEALTH MANAGEMENT	WINTHROP CAPITAL MANAGEMENT	May 23, 2017	Jun 24, 2014	-1,064	Firm change after gap	Other
WINTHROP CAPITAL MANAGEMENT	VALEO FINANCIAL ADVISORS, LLC	Dec 10, 2015	Apr 18, 2017	495	Firm change after gap	Other
BEDEL FINANCIAL CONSULTING INC	CHARLOTTE LIPPERT WEALTH MANAGEMENT	Jan 5, 2012	Feb 6, 2012	32	Firm change	Other
SIGNAL CAPITAL MANAGEMENT,INC.	BEDEL FINANCIAL CONSULTING INC	Jun 29, 2007	Apr 12, 2010	1,018	Firm change after gap	Other

Relationships

Registered with (5)

→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 18, 2017 to presentfactForm ADV
→ CHARLOTTE LIPPERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 6, 2012 to May 23, 2017factForm ADV
→ WINTHROP CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 24, 2014 to Dec 10, 2015factForm ADV
→ BEDEL FINANCIAL CONSULTING INCRegistered adviserregistration: previous registration
Apr 12, 2010 to Jan 5, 2012factForm ADV
→ SIGNAL CAPITAL MANAGEMENT,INC.Registered adviserregistration: previous registration
Jul 25, 2002 to Jun 29, 2007factForm ADV

Dated events

No dated event names this entity yet.