BH
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
400 Locust St, Suite 640, Des Moines, IA, 50309
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Choreo, LLC
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Kestra Investment Services, LLCBroker
August 2014 - May 2018 · 3 yrs 9 mos
NFP Retirement
May 2013 - October 2015 · 2 yrs 5 mos
Financial Telesis INCBroker
April 2012 - August 2014 · 2 yrs 4 mos
MML Investors Services, LLC Broker
May 2011 - March 2012 · 10 mos
Securian Financial Services, INC.Broker
June 2010 - January 2011 · 7 mos
Equitrust Marketing Services, LLCBroker
February 2008 - April 2010 · 2 yrs 2 mos
Princor Financial Services Corporation Broker
August 2004 - February 2008 · 3 yrs 6 mos
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.