Unclaimed Profile

Craig James Bartlett

CHOREO, LLC·ROCKFORD, Illinois

SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record18 years registeredCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 2669878Firm CRD# 111221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig James Bartlett · ROCKFORD, IL

Registration

CRD #2669878 · CHOREO, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHOREO, LLC

CHOREO, LLC

Aug 2023 – Nov 2025

ROCKFORD, IL

CREATIVE PLANNING

Oct 2022 – Jul 2023

Minneapolis, MN

WIPFLI FINANCIAL ADVISORS, LLC

Nov 2021 – Oct 2022

MINNEAPOLIS, MN

NORTHROCK PARTNERS, LLC

Apr 2020 – Oct 2021

MINNEAPOLIS, MN

U.S. BANCORP INVESTMENTS, INC.

May 2010 – Jan 2020

MINNEAPOLIS, MN

UBS FINANCIAL SERVICES INC.

Jul 2008 – Oct 2009

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · July 2, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHOREO, LLC

CRD 111221 · SEC 801-57236

AUM

$16.0B

Regulatory assets under management

Employees

225

24,966 client accounts

Services offered by CHOREO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHOREO, LLC →

Introduction

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Frequently Asked Questions

What services does Craig James Bartlett offer?

Craig James Bartlett specializes in Financial Planning, Investment Management, Wealth Management.

What are Craig James Bartlett's credentials?

Craig James Bartlett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig James Bartlett located?

Craig James Bartlett is based in ROCKFORD, Illinois, last registered with CHOREO, LLC.

How does Craig James Bartlett charge for services?

Craig James Bartlett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHOREO, LLC?

CHOREO, LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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