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
| Title | Chief Executive Officer, Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2003 |