Colton Romine
Investment adviser representative at Valeo Financial Advisors, LLC
12 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
12 years in the industry.
- Valeo Financial Advisors, LLCJun 2022 to now
- Valeo Financial Advisors, LLCAug 2021 to May 2022
- Hearthside Food SolutionsApr 2021 to Aug 2021
- Masterbrand CabinetsMay 2020 to Aug 2020
- United PrairieMay 2019 to Aug 2019
- Indiana State UniversityAug 2018 to May 2022
- Einstein BagelsAug 2018 to Dec 2018
- The Tastee CupMay 2018 to Aug 2018
- Arthur School DistrictMay 2017 to Aug 2017
- The Tastee CupMay 2017 to Aug 2017
- Arthur Lovington Atwood Hammond High SchoolAug 2014 to Aug 2018
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
- 7790706
- Firm CRD
- 127132