Career
John Trott has held the title Member at Valeo Financial Advisors since May 2003. John Trott is a control person of the firm and directly owns between 25% and 50% of it. John Trott holds a BS in Financial Counseling and Planning from Purdue University.
Valeo Financial Advisors, LLC is a Carmel, IN firm with $13B under management, 3,042 clients and 119 advisers across 17 offices, as of its April 2026 filing.
Valeo identifies John Trott on its team page and lists his education and credential.
- – present · 23 yearsCarmel, IN · Adviser representative · Firm CRD 127132
- The Valeo Financial Group, LLC– · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 120881
Credentials and registrations
Professional designations
Listed by Valeo Financial Advisors and the sources below
- Certified Financial Planner
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Indiana | Approved | 28 May 2003 |
| Ohio | Approved | 13 July 2004 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 1990 |
| Series 7 | General Securities Representative Examination | 1 August 1990 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- John Charles Trott
- CRD
- 2081127
- Office
- 10 W. CARMEL DR STE 400, Carmel, IN 46032-3357
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does John Trott work?
John Trott has held the title Member at Valeo Financial Advisors, LLC since May 2003, and is a control person of the firm.
Is John Trott a financial advisor?
Yes. John Trott has a current investment-adviser registration in Indiana and Ohio, through Valeo Financial Advisors since May 2003.
How many years of experience does John Trott have?
John Trott has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has John Trott passed?
John Trott has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1990.
Where is John Trott based?
John Trott’s registered office is in Carmel, IN.
Is John Trott a CFP?
Valeo Financial Advisors lists John Trott with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
Source: Official firm biography