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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Brooks is a financial advisor registered in Indiana. Dylan Brooks has been a financial advisor for over five years and has worked for Northwestern Mutual Investment Services, LLC and LPL Financial LLC. Dylan Brooks is currently employed at Valeo Financial Advisors, LLC, where Dylan Brooks is a Registered Investment Advisor. Valeo Financial Advisors, LLC is a firm based in Carmel, IN with assets under management of over $8.9 Billion. Valeo Financial Advisors, LLC provides a variety of financial advisory services to individuals, businesses, and organizations. These services include financial planning, portfolio management, and selection of other advisors. Dylan Brooks specializes in providing financial advice to high-net-worth individuals and families, as well as businesses and charitable organizations.
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
08/25/2022 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
KY
11/05/2019 - 02/02/2022
LPL FINANCIAL LLC (HENDERSON KY)
IN
10/22/2018 - 10/08/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EVANSVILLE IN)
IA
Issued 02/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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