AB
CFP

Audrey Blanke

9 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

5605 Carnegie Boulevard - Suite 400, Charlotte, NC, 28209

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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
October 2025 - Present · 3 mos
Previous Registrations
Capfinancial Securities, LLC.Broker
May 2025 - October 2025 · 5 mos
Captrust
March 2025 - October 2025 · 7 mos
Carolinas Investment Consulting LLCBroker
July 2023 - May 2025 · 1 yr 10 mos
Carolinas Wealth Consulting LLC
June 2023 - July 2025 · 2 yrs 1 mo
Atlatl Advisers
November 2021 - May 2023 · 1 yr 6 mos
Robert W. Baird & CO. Incorporated
November 2016 - November 2021 · 5 yrs
Robert W. Baird & CO. Incorporated Broker
August 2016 - November 2021 · 5 yrs 3 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Audrey Blanke - Financial Advisor | AdvisorDiscover