Charles Scott Penola
Investment adviser representative at Valeo Financial Advisors, LLC
8 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
8 years in the industry.
- Valeo Financial Advisors, LLCMar 2021 to now
- Massmutual Life Insurance CompanyJan 2021 to Feb 2021
- MML Investors ServicesJan 2021 to Feb 2021
- Nationwide Advisory SolutionsOct 2018 to Jan 2021
- Hire Road, Inc.Jan 2018 to Sep 2018
- Vested Risk StrategiesMay 2017 to Aug 2017
- Hillsdale CollegeMay 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
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
- 7039640
- Firm CRD
- 127132