Advisor at Valentine Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.
Based on Valentine Wealth Management
0.40% - 1.25%
$250
330
Annual minimum fee $5,000 and annual maximum fee is $15,000.
Seymour, IN
Indiana
Valentine Wealth Management LLC
2024 - Present (2 years)
Raymond James Financial Services Advisors, Inc.
2023 - 2024 (1 year)
Forman Investment Services
2023 - 2024 (1 year)
Raymond James Financial Services, Inc.
2023 - 2024 (1 year)
Charles Schwab
2020 - 2023 (3 years)
Logan Valentine Ins & Fin Services Inc.
2019 - 2020 (1 year)
ONI Risk Partner
2017 - 2019 (2 years)
Hartford Auto Body
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Seymour, IN
Brooks Investment Advisory Service
Series 66
Seymour, IN
Valentine Wealth Management
Series 63, Series 65
Seymour, IN
Robert Baird & Co.
CFP®, Series 63
Seymour, IN
Raymond James Financial
Series 66
Seymour, IN
Raymond James Financial
Series 66
North Vernon, IN
Edward Jones
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