Nicholas John Weyhmueller
Investment adviser representative at Valeo Financial Advisors, LLC
16 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
16 years in the industry.
- Valeo Financial Advisors, LLCNov 2024 to now
- Baldwin Financial Advisors, LLCJun 2024 to Nov 2024
- Baldwin Financial Advisors, LLCApr 2023 to Jul 2023
- Baldwin Financial Advisors, LLCAug 2022 to Dec 2022
- True LacrosseJun 2021 to Aug 2021
- Sachs Recreation CenterJun 2019 to Nov 2024
- Focus Martial Arts & FitnessFeb 2015 to Mar 2020
- Full-time StudentJan 2010 to May 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7614725
- Firm CRD
- 127132