RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••••• L••••••
- Professional profile
- valeofinancial.com/employee/charlotte-lippertreportedvaleofinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V•••• F•••••••• A•••••••• L•• independent RIA currentsince Apr 18, 2017 · Carmel, In
- W••••••• C•••••• M••••••••• institutionalJun 24, 2014 to Dec 10, 2015 · Carmel, In
- C•••••••• L•••••• W••••• M••••••••• unclassifiedFeb 6, 2012 to May 23, 2017 · Carmel, In
- B•••• F•••••••• C••••••••• I•• independent RIAApr 12, 2010 to Jan 5, 2012 · Indianapolis, In
- S••••• C•••••• M••••••••• unclassifiedJul 25, 2002 to Jun 29, 2007 · Muncie, In
- C•••••••• L•••••• W••••• M••••••••• to W••••••• C•••••• M•••••••••left May 23, 2017, registered Jun 24, 2014 (-1064 days) · Other
- W••••••• C•••••• M••••••••• to V•••• F•••••••• A•••••••• L••left Dec 10, 2015, registered Apr 18, 2017 (495 days) · Other
- B•••• F•••••••• C••••••••• I•• to C•••••••• L•••••• W••••• M•••••••••left Jan 5, 2012, registered Feb 6, 2012 (32 days) · Other
- S••••• C•••••• M••••••••• to B•••• F•••••••• C••••••••• I••left Jun 29, 2007, registered Apr 12, 2010 (1018 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address