Blake A Montgomery
Investment adviser representative at Valeo Financial Advisors, LLC
10 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
10 years in the industry.
- Valeo Financial Advisors, LLCMay 2024 to now
- Northwestern Mutual Wealth Management CompanyJul 2022 to Mar 2024
- Northwestern Mutual Investment Services LLCOct 2021 to Mar 2024
- Northwestern Mutual Life Insurance CompanyMay 2021 to Mar 2024
- Taylor UniversityAug 2020 to Jun 2022
- Indiana Beach Amusement ResortMay 2020 to Aug 2020
- Taylor UniversityAug 2019 to May 2020
- Indiana Beach Amusement ResortMay 2019 to Aug 2019
- Taylor UniversityAug 2018 to May 2019
- Indiana Beach Amusement ResortMay 2018 to Aug 2018
- Pioneer High SchoolAug 2017 to May 2018
- Indiana Beach Amusement ResortMay 2017 to Aug 2017
- Pioneer High SchoolAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
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
- 7366347
- Firm CRD
- 127132