Andrew C. Brown
VALEO FINANCIAL ADVISORS
Ann Arbor, MI 48108
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CRD#: 6113487
Professional summary
Andrew Corey Brown, CFP® is a registered financial advisor currently at VALEO FINANCIAL ADVISORS, LLC located in Ann Arbor, Michigan.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
BUSINESS NAME: ANDREW BROWN, NON-INVESTMENT RELATED. JUDGING GYMNASTICS COMPETITIONS. BUSINESS ADDRESS: 1236 DAISY LANE, MILAN, MI 48160. POSITION: SOLE PROPRIETOR. START DATE 2003. HOURS PER MONTH 8-10. NO HOURS DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE JUDGING GYMNASTICS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
April 27, 2015 - Present
VALEO FINANCIAL ADVISORS, LLC
Office #1: 1590 Eisenhower Pl, Ann Arbor, MI 48108RIA
CRD#: 127132
Ann Arbor, MI
Past
September 27, 2012 - March 16, 2015
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
ANN ARBOR, MI
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
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)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(4/27/2015)
IAR
Michigan(4/28/2015)
Current Firm
VALEO FINANCIAL ADVISORS, LLC
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 08/28/2024 | ||
| 10/26/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
VALEO FINANCIAL ADVISORS, LLC
CRD#: 127132Ann Arbor, MI 48108TRUST BUT VERIFY
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