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Benjamin Franklin Mossoney

Valeo Financial Advisors, LLC

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About Benjamin Franklin Mossoney

Benjamin Franklin Mossoney is a financial advisor with Valeo Financial Advisors, LLC. Benjamin has been in the financial services industry since 2021. Benjamin has a strong background in financial planning and portfolio management. Benjamin is a Certified Financial Planner™ and holds the Series 66 and Series 7TO licenses.

Firm Information

Benjamin Mossoney is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Benjamin Mossoney’s Registration & Firm History

IN

08/16/2024 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

CO

04/05/2021 - 08/02/2024

CHARLES SCHWAB & CO., INC. (Boulder CO)

CO

09/30/2022 - 12/31/2023

TD AMERITRADE, INC. (BOULDER CO)

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Licenses & Designations

BOTH

Issued 03/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Franklin Mossoney.
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