Choreo, LLC

Choreo, LLC (CRD# 111221) is a financial advisory firm headquartered in Minneapolis, MN. They manage $9,977,988,638 in 12,977 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,978
    MILLION
  • Total Number of Accounts
    12,977
    ACCOUNTS
  • Average Account Value
    $768,898
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Choreo, LLC
Showing 1 - 10 of 84 top financial advisors.
1
Eric N. Alleckson
CRD#: 4106244
310 Broadway Ave S, Suite 300, Rochester, MN 55904

Eric Alleckson (CRD# 4106244) is an Investment Advisor Representative working at Choreo, LLC in Rochester, MN and has over 22 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.

2
Whitney N. Anderson
CRD#: 5754116
401 Main Street, Suite 1200, Peoria, IL 61602

Whitney Anderson (CRD# 5754116) is an Investment Advisor Representative working at Choreo, LLC in Peoria, IL and has over 6 years of experience in the finance industry. Whitney Anderson 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.

3
Pamela J. Austin
CRD#: 4631386
801 Nicollet Mall, Suite 1200, Minneapolis, MN 55402

Pamela Austin (CRD# 4631386) is an Investment Advisor Representative working at Choreo, LLC in Minneapolis, MN and has over 19 years of experience in the finance industry.

4
Daniel A. Avery
CRD#: 4478620
300 S Tryon St Suite 1500, Charlotte, NC 28202

Daniel Avery (CRD# 4478620) is an Investment Advisor Representative working at Choreo, LLC in Charlotte, NC and has over 20 years of experience in the finance industry. Daniel Avery 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.

5
Matthew T. Bankston
CRD#: 4774838
801 Nicollet Mall, Suite 1200, Minneapolis, MN 55402

Matthew Bankston (CRD# 4774838) is an Investment Advisor Representative working at Choreo, LLC in Minneapolis, MN and has over 17 years of experience in the finance industry.

6
Dylan J. Barkley
CRD#: 6770782
1252 Bell Valley Road, Suite 300, Rockford, IL 61108

Dylan Barkley (CRD# 6770782) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 5 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.

7
Matthew D. Belfanti
CRD#: 4872242
801 Nicollet Mall, Suite 1200, Minneapolis, MN 55402

Matthew Belfanti (CRD# 4872242) is an Investment Advisor Representative working at Choreo, LLC in Minneapolis, MN and has over 17 years of experience in the finance industry. Matthew Belfanti 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.

8
Neil D. Blicher
CRD#: 2647023
80 City Square, Boston, MA 02129

Neil Blicher (CRD# 2647023) is an Investment Advisor Representative working at Choreo, LLC in Boston, MA and has over 26 years of experience in the finance industry. Neil Blicher 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.

9
Michelle R. Buria
CRD#: 4728183
227 W 1st St Suite 700, Duluth, MN 55802

Michelle Buria (CRD# 4728183) is an Investment Advisor Representative working at Choreo, LLC in Duluth, MN and has over 18 years of experience in the finance industry. Michelle Buria 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.

10
Jennifer L. Buzzell
CRD#: 4801184
310 South Broadway, Suite 300, Rochester, MN 55904

Jennifer Buzzell (CRD# 4801184) is an Investment Advisor Representative working at Choreo, LLC in Rochester, MN and has over 17 years of experience in the finance industry. Jennifer Buzzell 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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