Aidan Parker Newsom
Investment adviser representative at Valeo Financial Advisors, LLC
13 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
13 years in the industry.
- Valeo Financial Advisors, LLCJan 2024 to now
- Impact Financial GroupMay 2023 to Aug 2023
- Donaldson Capital ManagementMay 2022 to Jul 2022
- Birck Boilermaker Golf ComplexMar 2021 to Nov 2021
- Purdue UniversityJul 2020 to Dec 2023
- N/aJan 2020 to Jun 2020
- Depauw UniversityJul 2019 to Dec 2019
- Lebanon High SchoolJul 2017 to May 2019
- West Lafayette Jr/sr High SchoolJul 2013 to May 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
- 7732600
- Firm CRD
- 127132