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Kristen M Rueth allen

Valeo Financial Advisors, LLC

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About Kristen M Rueth allen

Kristen M Rueth allen is a financial advisor in CARMEL, IN and has been working in the industry since August 2010. Kristen M Rueth allen is currently registered with Valeo Financial Advisors, LLC, a firm with 88 investment advisor representatives. Kristen M Rueth allen is also a Certified Financial Planner. The firm manages assets for individuals, corporations, and charitable organizations. Kristen M Rueth allen specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Kristen Rueth allen 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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Kristen Rueth allen’s Registration & Firm History

IN

04/21/2014 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

MI

01/28/2013 - 12/31/2013

PRINCOR FINANCIAL SERVICES CORPORATION (LANSING MI)

IN

08/26/2010 - 02/14/2013

SECURIAN FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 04/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen M Rueth allen.
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