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John Thomas Wortman

Chief Executive Officer, MemberValeo Financial Advisors, LLCCRD 2635477

About John Thomas Wortman

John Thomas Wortman is listed as Chief Executive Officer, Member at Valeo Financial Advisors, LLC in Carmel, IN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Valeo Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Thomas Wortman work?

John Thomas Wortman is listed as Chief Executive Officer, Member at Valeo Financial Advisors, LLC on SEC Form ADV.

How much of Valeo Financial Advisors, LLC does John Thomas Wortman own?

Form ADV reports a beneficial ownership band of 25-50%.

Valeo Financial Advisors, LLC

TitleChief Executive Officer, Member
Ownership25-50%
Control personYes
Since2003
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