Dylan Barkley (CRD# 6770782) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 7 years of experience in the finance industry. Dylan Barkley 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.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rsm Us Wealth Management LLC | Rockford, IL | Aug 2020 - Current | 3 |
| Rsm Us Wealth Management LLC | Cedar Rapids, IA | Jan 2017 - Jul 2020 | 3 |
| University Of Iowa | Iowa City, IA | Aug 2014 - Dec 2016 | 2 |
| University Of Iowa | Iowa City, IA | Aug 2012 - Dec 2016 | 4 |
| Savant Capital | Rockford, IL | May 2016 - Aug 2016 | < 1 |
| Savant Capital | Rockford, IL | May 2015 - Aug 2015 | < 1 |
| Water Conditioning Systems | Coralville, IA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- IL
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Total Assets Under Management16,031MILLIONS
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Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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