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John Charles Trott

Valeo Financial Advisors, LLC

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About John Charles Trott

John Charles Trott is a financial advisor with Valeo Financial Advisors, LLC. John has been in the industry since 1990. John is registered with the state of Indiana and Ohio and holds the Series 7 and Series 63 licenses. John is a Certified Financial Planner. John has experience working with high-net-worth individuals, corporations, and charitable organizations. John provides a variety of financial planning services including portfolio management for individuals and businesses. John also offers financial planning for pooled investment vehicles and the selection of other advisors. John's firm Valeo Financial Advisors, LLC manages over 8.9 billion dollars in assets.

Firm Information

John Trott 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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John Trott’s Registration & Firm History

IN

07/13/2004 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

NA

11/04/1992 - 11/03/1994

CUNA BROKERAGE SERVICES, INC.

NA

08/02/1990 - 10/27/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

08/02/1990 - 10/27/1992

IDS LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 08/06/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Charles Trott.
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