BM
CFP
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
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
August 2018 - Present · 7 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2018 - July 2018 · 6 mos
Ameriprise Financial Services, INC. Broker
January 2018 - July 2018 · 6 mos
Robert W. Baird & CO. Incorporated Broker
September 2015 - January 2018 · 2 yrs 4 mos
Robert W. Baird & CO. Incorporated
July 2015 - January 2018 · 2 yrs 6 mos
Savant Capital Management
March 2009 - July 2015 · 6 yrs 4 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.