Charlotte Lippert
Investment Adviser Representative at Valeo Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charlotte Lippert is an investment adviser representative with Valeo Financial Advisors, LLC in Carmel, IN, where they have been registered since 2017. They have worked in the securities industry since 2005 and have been registered with 5 firms, including Charlotte Lippert Wealth Management and Winthrop Capital Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 84
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charlotte Lippert Wealth ManagementJan 2012 – Apr 2017Carmel, IN
- Valeo Financial AdvisorsApr 2017 – Jun 2022Indianapolis, IN
- Valeo Financial Advisors, LLCJun 2022 – no end date reportedCarmel, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valeo Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Net Worth <$30M: First $7,500,0000.50%
- Net Worth <$30M: Next $7,500,0000.25%
- Net Worth <$30M: Next $15,000,0000.13%
- Net Worth >$30M: $30,000,000+0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 106
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Carmel, IN
- SEC file number:
- 801-66402
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at Valeo Financial Advisors, LLC
Showing 12 of 106 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charlotte Lippert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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