Nathan M Kilpatrick
Investment adviser representative at Valeo Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
Are you Nathan M Kilpatrick? Claim your profile
Contact this firm
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, LLCJan 2020 to now
- Indy Premier Soccer ClubApr 2019 to May 2022
- Southern New Hampshire UniversityAug 2017 to May 2020
- American College of SpainAug 2016 to Aug 2017
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
- 7718772
- Firm CRD
- 127132