Charlotte Lippert
Investment adviser representative at Valeo Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$13BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Valeo Financial Advisors, LLCApr 2017 to now
- Charlotte Lippert Wealth ManagementJan 2012 to Apr 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (IN).
Valeo Financial Advisors, LLC
$13BAssets managed
3,042Clients
108Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4553048
- Firm CRD
- 127132