Eric Alleckson, financial advisor Rochester MN

Eric Alleckson

CRD Number: 4106244
Current Firm: Choreo, LLC

Eric Alleckson (CRD# 4106244) is an Investment Advisor Representative working at Choreo, LLC in Rochester, MN and has over 23 years of experience in the finance industry. Eric Alleckson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rsm Us Wealth Management LLC Rochester, MN Apr 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric N. Alleckson
Phone Number: 312-702-1680
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    12,190
    MILLIONS
  • Total Number of Accounts
    21,280
    ACCOUNTS
  • Average Account Value
    $572,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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