KM

Kristine Merta

CEO

Valeo Financial Advisors LLC

Minneapolis, Minnesota


Contact Information

Email
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LinkedIn

Company Information

Company
Valeo Financial Advisors LLC
Industry
financial services
Employees
190.0
Seniority
C suite
Annual Revenue
23440000.0

Professional Summary

Kristine Merta serves as CEO at Valeo Financial Advisors LLC. Valeo Financial Advisors LLC operates in the financial services sector with approximately 190.0 employees. The company is headquartered in Minneapolis, Minnesota. Valeo Financial Advisors LLC generates annual revenue of 23440000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 1,832 executive contacts are available in Minnesota.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

financial planning investment advice fee-only fiduciary tax planning estate planning cash flow management insurance evaluation education funding retirement planning risk management transparency client experience wealth management financial advisor certified financial planner comprehensive service objective advice financial independence financial strategy personalized financial guidance financial analysis asset allocation portfolio management financial coaching business succession planning client-centric approach wealth preservation cost-effective advice financial literacy charitable giving client development financial goals long-term planning financial assessment net worth evaluation transparent fees proactive planning financial well-being financial growth team collaboration financial literacy education fee disclosure ethical investment advice holistic financial services professional mentorship diverse financial solutions financial risk assessment capital markets financial services law practice legal services investment management financial advising

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Outreach Guidance — financial services Sector

Financial services executives like Kristine Merta prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Kristine Merta's Position in the MessageCEO Database

  • Kristine Merta is 1 of 1 verified executive contact we track at Valeo Financial Advisors LLC.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,716 verified executive contacts in Minnesota are in the database.
  • 154 verified contacts work at financial services companies in the 190.0 employee range (same size as Valeo Financial Advisors LLC).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

Frequently Asked Questions

How do I reach Kristine Merta directly?

Kristine Merta's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO at Valeo Financial Advisors LLC. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Kristine Merta work for?

Kristine Merta is CEO at Valeo Financial Advisors LLC, a company in the financial services sector with 190.0 employees. The company is based in Minneapolis, Minnesota.

Can I pitch or sell to Kristine Merta?

As CEO at Valeo Financial Advisors LLC, Kristine Merta is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Kristine Merta directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Kristine Merta in?

Kristine Merta works in the financial services industry as CEO at Valeo Financial Advisors LLC. MessageCEO provides verified contact information for executives across all major industries.

Is Kristine Merta's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Kristine Merta's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: June 26, 2026

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