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Brian Nathaniel Spead

Valeo Financial Advisors, LLC

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About Brian Nathaniel Spead

Brian Spead is an Investment Advisor Representative with Valeo Financial Advisors, LLC. Brian has been in the industry since October 2006 and has experience in providing investment advice to individuals, businesses, high-net-worth individuals, and charitable organizations. Valeo Financial Advisors, LLC is a Registered Investment Advisor with offices in Carmel, Indiana, and Littleton, Colorado.

Firm Information

Brian Spead 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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Brian Spead’s Registration & Firm History

CO

12/17/2019 - Present

Valeo Financial Advisors, LLC (Littleton CO)

CO

10/26/2006 - 05/30/2019

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 03/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Nathaniel Spead.
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