DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

KATELYN LEANN TURCHECK

Advisor at VALEO FINANCIAL ADVISORS, LLC

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:7ce1d77e-2cda-3833-b7aa-dbe53a8b574a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2021 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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 25, 2019
First registration: Jan 9, 2021
Dual registered: no
Other names: Katelyn L Turcheck
IAPD individual key: 6956213

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	Nov 19, 2024	n/a	yes	CARMEL, IN	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 19, 2021	Nov 18, 2024	no	Carmel, IN\|Indianapolis, IN\|WESTLAKE, TX	Previous registration
MORGAN STANLEY	Wirehouse	May 12, 2021	Sep 22, 2021	no	Indianapolis, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 9, 2021	May 11, 2021	no	Indianapolis, 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
CHARLES SCHWAB & CO., INC.	VALEO FINANCIAL ADVISORS, LLC	Nov 18, 2024	Nov 19, 2024	1	Firm change	Ibd to RIA
MORGAN STANLEY	CHARLES SCHWAB & CO., INC.	Sep 22, 2021	Oct 19, 2021	27	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	MORGAN STANLEY	May 11, 2021	May 12, 2021	1	Firm change	Ibd to wirehouse

Relationships

Registered with (3)

→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 19, 2021 to Nov 18, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 12, 2021 to Sep 22, 2021factForm ADV

Dated events

Occurred
Nov 18, 2024
Advisor changed firm
Katelyn Leann Turcheck left Charles Schwab & Co., Inc. for Valeo Financial Advisors, Llc (registered 2024-11-19)
Form ADVobserved 3 days ago