CHOREO, LLC

ROCKFORD, Illinois·29 registered advisors·CRD# 111221
SEC# 801-5723633312-702-1680
01

Firm Overview

AUM
$16.0B
Regulatory assets under management
Employees
225
Total firm employees
Advisors
29
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CHOREO, LLC

29 registered advisors
Bruce James Jorth
MINNEAPOLIS, Minnesota
Charles Elliott Andrews
MINNEAPOLIS, Minnesota
Craig Allen Sehmann
MINNEAPOLIS, Minnesota
Craig James Bartlett
ROCKFORD, Illinois
Cynthia Christa Deruyter
MINNEAPOLIS, Minnesota
Dale Steven Phillips
MINNEAPOLIS, Minnesota
David Raymond Scudder
MINNEAPOLIS, Minnesota
Douglas Wayne Opheim
MINNEAPOLIS, Minnesota
Ellen Elizabeth Burns
MINNEAPOLIS, Minnesota
Gregory Scott Dowler
ROCKFORD, Illinois
Gregory Wayne Blair
ROCKFORD, Illinois
James Ryan Gamble
MINNEAPOLIS, Minnesota
Joseph M Adams
MINNEAPOLIS, Minnesota
Karen Lee
ROCKFORD, Illinois
Lawrence Kenneth Miles
ROCKFORD, Illinois
Lisa Marie Tamburini
ROCKFORD, Illinois
Marissa Claire Fox-Foley
ROCKFORD, Illinois
Matthew Ari Gotlin
ROCKFORD, Illinois
Molly Festa Mcmillin
ROCKFORD, Illinois
Rene Dennis Ordogne
MINNEAPOLIS, Minnesota
Rene Peter Fontaine
MINNEAPOLIS, Minnesota
Richard Leo Miller
MINNEAPOLIS, Minnesota
Sue Ann Vang
MINNEAPOLIS, Minnesota
Thomas Michael Kirley
MINNEAPOLIS, Minnesota
Thomas Morton Phillips
MINNEAPOLIS, Minnesota
Thomas Raymond Berry
MINNEAPOLIS, Minnesota
Vicki Lynn Lubben
MINNEAPOLIS, Minnesota
William Charles Cobb
MINNEAPOLIS, Minnesota
William J Gorman
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
20 advisors
ROCKFORD, Illinois
9 advisors

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Data sourced from SEC Form ADV filings. CHOREO, LLC (CRD# 111221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.