Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Smith is a financial advisor at Valeo Financial Advisors, LLC. Katie Smith has been in the financial services industry since January 2014 and has a Series 65 license. Katie Smith is registered with the state of Indiana and holds the Certified Financial Planner designation. Katie Smith is a financial advisor that specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles and selection of other advisors.
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
01/20/2016 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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