Sarah Elizabeth Arthur
Investment adviser representative at Valeo Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Valeo Financial Advisors, LLCJul 2021 to now
- Northwestern Mutual Wealth Management CompanyApr 2018 to Jul 2021
- Edward MoyzesFeb 2018 to Jul 2021
- Northwestern Mutual Investment Services LLCFeb 2018 to Jul 2021
- Ameriprise Financial Services IncJun 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5151865
- Firm CRD
- 127132