Christopher G. Turean

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CRD#: 4779139

Professional summary

Christopher G Turean was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Christopher is a previously registered financial professional and started their career in finance in 2010. Prior to being barred, Christopher had worked at 3 firms, which includes VALEO FINANCIAL ADVISORS LLC, HUFFORD ADVISORS LLC, HUFFORD FINANCIAL ADVISORS LLC.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 21, 2012 - February 9, 2022

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

CARMEL, IN

Past

November 15, 2011 - August 16, 2012

HUFFORD ADVISORS, LLC

RIA

CRD#: 159363

INDIANAPOLIS, IN

Past

October 18, 2010 - November 15, 2011

HUFFORD FINANCIAL ADVISORS, LLC

RIA

CRD#: 109191

INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALEO FINANCIAL ADVISORS, LLC

CRD#: 127132 / SEC#: 801-66402

RIA

Registered Investment Advisory firm - (3/17/2006 Approved)

California

Registered Investment Advisory firm - (4/21/2006 Terminated)

Indiana

Registered Investment Advisory firm - (4/21/2006 Terminated)

Ohio

Registered Investment Advisory firm - (4/21/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VALEO FINANCIAL ADVISORS, LLC

CRD#: 127132 / SEC#: 801-66402

RIA

Registered Investment Advisory firm - (3/17/2006 Approved)

California

Registered Investment Advisory firm - (4/21/2006 Terminated)

Indiana

Registered Investment Advisory firm - (4/21/2006 Terminated)

Ohio

Registered Investment Advisory firm - (4/21/2006 Terminated)

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Contact information

Main Address

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357

Mailing Address

Phone number

(317) 218-6000

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALEO FINANCIAL ADVISORS ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	23,718
AUM (Assets Under Management)	$ 10,639,940,975

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
08/28/2024	Cover Page	Report
10/26/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher G. Turean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VALEO FINANCIAL ADVISORS, LLC

HUFFORD ADVISORS, LLC

HUFFORD FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

VALEO FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

VALEO FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VALEO FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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