Noah Heim
Investment adviser representative at Valeo Financial Advisors, LLC
12 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
12 years in the industry.
- Valeo Financial Advisors, LLCAug 2021 to now
- Concorde General Agency, Inc.Jul 2021 to Aug 2021
- Great American Insurance GroupJun 2021 to Jul 2021
- Kimball ElectronicsMay 2019 to Aug 2019
- Indiana State UniversityAug 2018 to May 2022
- Jasper High SchoolAug 2014 to May 2018
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
- 7791424
- Firm CRD
- 127132