Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Wright is a financial advisor with Valeo Financial Advisors, LLC based in Carmel, Indiana. Kara has been in the industry since 2017, previously working with Northwestern Mutual Investment Services, LLC. Kara specializes in providing financial planning and investment advice for individuals and families, businesses, and charitable organizations. Kara is a Certified Financial Planner.
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
09/13/2022 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
05/22/2017 - 04/27/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
BC
Issued 06/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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