DFX Intelligence
Advisors
Advisors registered through Valeo Financial Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
108 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Brent Alan Williams Certified Financial Planner | Valeo Financial Advisors, LLC independent RIA | Carmel, In | Dec 10, 2018 | 11 y | 0 | 1 |
| Shaun Robert Williams Certified Financial Planner | Valeo Financial Advisors, LLC independent RIA | Carmel, In | Aug 25, 2025 | 11 y | 3 | 1 |
| Matthew Tyler Williams Certified Financial Planner | Valeo Financial Advisors, LLC independent RIA | Richmond, Va | Mar 18, 2020 | 16 y | 5 | 1 |
| L•••• K••••••• W••••• Certified Financial Planner | V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In | Aug 12, 2021 | 15 y | 0 | 1 |
| J•••• W••••••• Certified Financial Planner | V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In | Aug 24, 2021 | 16 y | 0 | 1 |
| J••• T••••• W•••••• Certified Financial Planner | V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In | May 28, 2003 | 31 y | 1 | 1 |
| K••• M• W••••• Certified Financial Planner | V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In | Sep 13, 2022 | 10 y | 2 | 1 |
| J•••• P••• Z••••• Certified Financial Planner | V•••• F•••••••• A•••••••• L•• independent RIA | Carmel, In | Apr 12, 2021 | 12 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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