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RIA / WealthAdvisor26 years in industry

Michael Leland Barratt

Advisor at CHOREO, LLC

Des Moines, IA | ROCKFORD, IL

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Search this name across graphsid dfx:ria:d27ef69a-28de-2ef2-0278-1a91b8c5cc53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 25, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHOREO, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 27, 2000
First registration: Jun 25, 2003
Dual registered: no
Other names: Mike Barratt Leland
IAPD individual key: 4220817

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHOREO, LLC	Independent wealth	Aug 5, 2025	n/a	yes	Des Moines, IA\|ROCKFORD, IL	Current employment
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Mar 10, 2021	Aug 18, 2025	no	Urbandale, IA\|Des Moines, IA\|DES MOINES, IA\|DUBUQUE, IA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 4, 2008	Mar 16, 2021	no	West Des Moines, IA\|Omaha, NE	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Aug 17, 2005	Apr 3, 2008	no	WEST DES MOINES, IA\|JOHNSTON, IA\|JOHNSTON, IA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 25, 2003	Jul 25, 2005	no	DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX PLANNING PARTNERS, INC.	CHOREO, LLC	Aug 18, 2025	Aug 5, 2025	-13	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	AVANTAX PLANNING PARTNERS, INC.	Mar 16, 2021	Mar 10, 2021	-6	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	CHARLES SCHWAB & CO., INC.	Apr 3, 2008	Apr 4, 2008	1	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	CETERA ADVISOR NETWORKS LLC	Jul 25, 2005	Aug 17, 2005	23	Firm change	Other

Relationships

Registered with (5)

→ CHOREO, LLCRegistered adviserregistration: current employment
Aug 5, 2025 to presentfactForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Mar 10, 2021 to Aug 18, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 4, 2008 to Mar 16, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Aug 17, 2005 to Apr 3, 2008factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 25, 2003 to Jul 25, 2005factForm ADV

Dated events

Occurred
Aug 18, 2025
Advisor changed firm
Michael Leland Barratt left Avantax Planning Partners, Inc. for Choreo, Llc (registered 2025-08-05)
Form ADVobserved 4 days ago