Blake
Montgomery
Valeo Financial Advisors, LLC
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About this Advisor
Blake Montgomery is a financial advisor based in Carmel, Indiana, working with Valeo Financial Advisors, LLC. Blake has previously held positions at Bryan Young Lawn Care, Pioneer High School, Mr Happy Burger, Indiana Beach Amusement Resort, Taylor University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Valeo Financial Advisors, LLC. Blake has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Blake is part of Valeo Financial Advisors, LLC, which operates out of Carmel, Indiana. The firm has 9 offices and 177 employees. Valeo Financial Advisors, LLC manages assets totaling $10.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valeo Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
$10,639,940,975
177
23,718
$448,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Blake Montgomery Work History
Valeo Financial Advisors, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Indiana Beach Amusement Resort
Taylor University
Indiana Beach Amusement Resort
Taylor University
Indiana Beach Amusement Resort
Taylor University
Indiana Beach Amusement Resort
Pioneer High School
Mr Happy Burger
Pioneer High School
Bryan Young Lawn Care
Pioneer High School
Disclosures
Please visit the SEC profile of Blake Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valeo Financial Advisors, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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