Logan Mears
Investment adviser representative at Valeo Financial Advisors, LLC
15 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
15 years in the industry.
- Valeo Financial Advisors, LLCApr 2023 to now
- Valeo FinancialApr 2023 to now
- Cetera Investment AdvisersOct 2021 to now
- Indiana University Purdue University of IndianapolisAug 2018 to now
- Cetera Advisors LLCSep 2022 to Apr 2023
- First Allied Securities, IncOct 2021 to Sep 2022
- Northwestern MutualMay 2020 to May 2021
- Somerset Cpas and AdvisorsJan 2020 to Apr 2020
- Margaret Mary HealthMay 2019 to Aug 2019
- Prestige Technical ServicesMay 2018 to Aug 2018
- Batesville Community School CorporationAug 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7178263
- Firm CRD
- 127132