BH

Bradley John Holterhaus

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

Fee Structure

Fees for Investment Advisory and Aggregated Reporting Services are established in the client's agreement with Choreo. The structure and level of fees vary by client based upon the services provided and other considerations deemed relevant but customarily are calculated as a percentage of billable assets or on a fixed-fee basis.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Choreo, LLC
January 2022 - Present · 4 yrs
Previous Registrations
Principal Securities, INC. Broker
September 2014 - July 2020 · 5 yrs 10 mos
Princor Financial Services Corporation Broker
October 2000 - January 2013 · 12 yrs 3 mos
Princor Financial Services Corporation Broker
October 1995 - February 2000 · 4 yrs 4 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
Bradley John Holterhaus - Financial Advisor | AdvisorDiscover