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Paladin Research Report For:

Chris Mickel

Valeo Financial Advisors, LLC

CFP®
Tustin
Tustin, CA 92780
888-488-2536

About Chris Mickel

See Disclosures

General Information

Firm Start Year
  • 0
CRD#
  • 4533371
Name of Custodial Firm
  • Fidelity, Schwab
Years of Experience in Financial Services
  • 14
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning, Financial Planning for Individuals, Legal Advice and Services, Insurance Products & Annuities, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Firm Information

Total Assets Under Management by Advisor
  • $500000

Compensation and Fees

Compensation Methods
  • Based on Assets, Hourly, Flat Fee

Education

BS -

Ball State University
-

MBA -

Butler University
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886539/paladinregistry-Valeo-Financial-Advisors,-LLC-detailed-disclosure.html