Robert W Tuckfield
Investment adviser representative at Valeo Financial Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCJul 2021 to now
- Tuckfield Brothers, LLC dba KmbaraJul 2019 to now
- Ranger GuardJan 2021 to Feb 2021
- Charles SchwabJun 2020 to Aug 2020
- Tac-med AmbulanceJan 2020 to May 2020
- American Express: Global Business TravelJun 2019 to Jan 2020
- Tac-med AmbulanceDec 2018 to May 2019
- Romman. Inc.Mar 2018 to Dec 2018
- Bpl PlasmaFeb 2017 to Feb 2018
- Texas Executive CouriersDec 2016 to Feb 2017
- Valet WasteNov 2016 to Jan 2017
- Tuckfield Attorney Support, LLCMay 2016 to Dec 2017
- Kmbara, LLC dba Python PointMay 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 7773816
- Firm CRD
- 127132