Christopher James Siegl
Investment adviser representative at Valeo Financial Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Valeo Financial Advisors, LLCApr 2022 to now
- Finra Dispute ResolutionAug 2016 to now
- Charles Schwab & Co., Inc.Jan 2017 to Mar 2022
- Schwab Private Client Investment Advisory, Inc.Jan 2017 to Mar 2022
- ScottradeJun 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 5548183
- Firm CRD
- 127132