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Hayden Harrison Ludwig

Valeo Financial Advisors, LLC

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About Hayden Harrison Ludwig

Hayden Harrison Ludwig is a financial advisor with Valeo Financial Advisors, LLC. Hayden has been in the financial industry for over 5 years. Hayden is registered with the state of Indiana as an Investment Advisor Representative. Hayden holds a Series 65 license. Hayden is a Certified Financial Planner and has experience working with clients including high-net-worth individuals, corporations, and charitable organizations. Hayden's firm specializes in providing financial planning and portfolio management services.

Firm Information

Hayden Ludwig 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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Hayden Ludwig’s Registration & Firm History

IN

02/10/2022 - Present

Valeo Financial Advisors, LLC (Carmel IN)

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Licenses & Designations

IA

Issued 09/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hayden Harrison Ludwig.
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