Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Kilpatrick is a Certified Financial Planner™ professional. Nathan has been in the industry since 2020. Nathan is a registered Investment Advisor Representative with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an SEC registered investment advisor firm. Nathan is a licensed Investment Advisor Representative in Indiana. Nathan is a specialist in the areas of Retirement Planning, Financial Planning, College Savings, Estate Planning and Insurance Planning. Valeo Financial Advisors, LLC primarily serves individuals, high-net-worth individuals, corporations, and charitable organizations.
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
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IN
05/17/2023 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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