Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Schueler is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. Brad has been in the financial industry for over 10 years and has a strong understanding of investment strategies. Brad specializes in helping clients with financial planning, portfolio management, and selection of other advisors. Brad is also a Certified Financial Planner. Brad has held previous roles at Fidelity Brokerage Services LLC and Fifth Third Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
01/24/2023 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
KY
07/28/2020 - 07/16/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/02/2011 - 01/05/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
09/08/2010 - 05/13/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 08/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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