Christopher James Siegl

Financial advisor at Valeo Financial Advisors, LLC · Carmel, IN

Last updated 2026-10-10

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Christopher James Siegl is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN, CRD 5548183. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2014-06-19.

Registration

CRD number
5548183
Registration status
Active
IAPD registration
2014-06-19
Industry Experience
12 years
Work Experience
11 years
States registered
IN, TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2015-06 to 2017-01 · Scottrade · Fishers, IN
  • 2017-01 to 2022-03 · Charles Schwab & Co., Inc. · Indianapolis, IN
  • 2017-01 to 2022-03 · Schwab Private Client Investment Advisory, Inc. · Indianapolis, IN
  • 2016-08 to Present · Finra Dispute Resolution · New York, NY
  • 2022-04 to Present · Valeo Financial Advisors · Carmel, IN

Current employment

SEC IAPD record for Christopher James Siegl

Valeo Financial Advisors, LLC

Regulatory AUM
$12,958,676,684
Registered advisors
108
Offices
19
Clients per advisor
28.2 (Low)
Average AUM per client
$4.3M (Moderate)
High-net-worth client ratio
74.2% (High)

Valeo Financial Advisors, LLC: advisors, services and reported ETF investments

About

Christopher James Siegl is a CFP® financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. Reported securities licenses include Series 63 and Series 66. The latest record indicates 12 years of industry experience and 11 years of reported work history. Reported roles include Valeo Financial Advisors, Finra Dispute Resolution, Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc..

SEC disclosures list additional business and community activities: Finra Dispute Resolution.

Valeo Financial Advisors, LLC's firm-level Form ADV reports 108 advisors across 19 offices; approximately 28.2 clients per advisor, average assets per client of $4,259,920, and regulatory AUM of $13B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $2.8B across 243 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher James Siegl personally.

Reported ETF positions

Valeo Financial Advisors reports 243 ETF positions worth $2.8B on Form 13F; the largest are listed.

Largest ETF positions reported by Valeo Financial Advisors
FundReported value
SPY — SPDR S&P 500 ETF TRUST$681.6M
IJR — iShares Core S&P Small-Cap ETF$281.5M
IEMG — iShares Core MSCI Emerging Markets ETF$245.5M
IJH — iShares Core S&P Mid-Cap ETF$236.3M
IVV — iShares Core S&P 500 ETF$182.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Valeo Financial Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Sells Non-Advisory Products or Services

Location

10 W. Carmel Drive, Carmel, IN 46032

3 advisors at this office.

Valeo Financial Advisors office in Carmel, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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