linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Dennis Reed

Valeo Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Dennis Reed

Chad Reed is a financial advisor registered with the state of Indiana. Chad currently works for Valeo Financial Advisors, LLC, located in Carmel, Indiana. Chad has been with the firm since June 2005. Previously, Chad was employed by Ameritas Investment Corp., The Advisors Group, Inc., and Ogilvie Security Advisors Corporation. Chad specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

Firm Information

Chad Reed 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Percentage of client net worth

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Reed’s Registration & Firm History

IN

01/20/2009 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

NE

10/31/2003 - 05/27/2005

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

09/26/2003 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

IL

03/31/2003 - 06/30/2003

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

Not sure if Chad Dennis Reed is right for you?

Licenses & Designations

IA

Issued 01/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/29/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Dennis Reed.
Not sure if Chad Dennis Reed is right for you?