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RIA / WealthAdvisorCertified Financial Planner39 years in industry

FERNANDO LAWRENCE ORTIZ

Advisor at VALEO FINANCIAL ADVISORS, LLC

Centennial, CO | CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fcd032f-f8b9-3bc8-3f14-3be8c085dc1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2005 to Sep 15, 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 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 1, 1987
First registration: Apr 22, 2005
Dual registered: no
Other names: LARRY ORTIZ
IAPD individual key: 1689372

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	Jul 16, 2015	n/a	yes	CARMEL, IN\|Centennial, CO	Current employment
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Apr 6, 2010	Mar 16, 2015	no	ANN ARBOR, MI\|PORTLAND, OR	Previous registration
TISCH INVESTMENT ADVISORY INC	n/a	Jun 16, 2006	Nov 25, 2008	no	ANN ARBOR, MI	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 22, 2005	Jun 2, 2006	no	ANN ARBOR, MI\|ANN ARBOR, MI	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
STANCORP INVESTMENT ADVISERS, INC.	VALEO FINANCIAL ADVISORS, LLC	Mar 16, 2015	Jul 16, 2015	122	Firm change	Other
TISCH INVESTMENT ADVISORY INC	STANCORP INVESTMENT ADVISERS, INC.	Nov 25, 2008	Apr 6, 2010	497	Firm change after gap	Other
ADVICE AND PLANNING SERVICES	TISCH INVESTMENT ADVISORY INC	Jun 2, 2006	Jun 16, 2006	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110228:127132:OR:2015-03-16	Mar 16, 2015	Jul 16, 2015	PORTLAND, OR	Firm change

Relationships

Registered with (4)

→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 16, 2015 to presentfactForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Apr 6, 2010 to Mar 16, 2015factForm ADV
→ TISCH INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Jun 16, 2006 to Nov 25, 2008factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 22, 2005 to Jun 2, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fcd032f-f8b9-3bc8-3f14-3be8c085dc1a
First observed: Apr 22, 2005
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FERNANDO LAWRENCE ORTIZ

Advisor at VALEO FINANCIAL ADVISORS, LLC

Centennial, CO | CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fcd032f-f8b9-3bc8-3f14-3be8c085dc1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

VALEO FINANCIAL ADVISORS, LLC

Independent wealth

Jul 16, 2015

n/a

yes

CARMEL, IN|Centennial, CO

Current employment

STANCORP INVESTMENT ADVISERS, INC.

Other adviser

Apr 6, 2010

Mar 16, 2015

ANN ARBOR, MI|PORTLAND, OR

Previous registration

TISCH INVESTMENT ADVISORY INC

n/a

Jun 16, 2006

Nov 25, 2008

ANN ARBOR, MI

Previous registration

ADVICE AND PLANNING SERVICES

Bd affiliated wealth

Apr 22, 2005

Jun 2, 2006

ANN ARBOR, MI|ANN ARBOR, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STANCORP INVESTMENT ADVISERS, INC.

VALEO FINANCIAL ADVISORS, LLC

Mar 16, 2015

Jul 16, 2015

122

Firm change

Other

TISCH INVESTMENT ADVISORY INC

STANCORP INVESTMENT ADVISERS, INC.

Nov 25, 2008

Apr 6, 2010

497

Firm change after gap

Other

ADVICE AND PLANNING SERVICES

TISCH INVESTMENT ADVISORY INC

Jun 2, 2006

Jun 16, 2006

Firm change

Other

Team

Left

Joined

From

Kind

110228:127132:OR:2015-03-16

Mar 16, 2015

Jul 16, 2015

PORTLAND, OR

Firm change