DFX Intelligence
Advisors
Advisors registered through Choreo, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
147 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Matthew Ari Gotlin | Choreo, LLC independent RIA | Rockford, Il | Nov 2, 2023 | 17 y | 2 | 5 |
| Erin Michelle Grabe | Choreo, LLC independent RIA | Cedar Rapids, Ia | Dec 19, 2022 | 13 y | 0 | 1 |
| Rebecca Jane Greene | Choreo, LLC independent RIA | Cedar Rapids, Ia | Jun 7, 2004 | 24 y | 0 | 2 |
| T••••• M•••••••• G•••••••• | C•••••• L•• independent RIA | Ashland, Or | Oct 23, 2024 | 26 y | 5 | 2 |
| J•••••• A•••• G••• dual registrant | C•••••• L•• independent RIA | Rockford, Il | Jan 27, 2023 | 27 y | 4 | 1 |
| M••••• T••••• H••••••• Personal Financial Specialist | C•••••• L•• independent RIA | Rockford, Il | Feb 13, 2023 | 11 y | 1 | 2 |
| C•••• E•••••••• H••••• | C•••••• L•• independent RIA | Champaign, Il | Apr 3, 2023 | 12 y | 0 | 1 |
| C•••••• C••••••••• H••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Feb 10, 2017 | 21 y | 0 | 8 |
| S••• D••••• H•••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 6, 2023 | 11 y | 4 | 1 |
| A•••• L••••• H••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Nov 2, 2023 | 10 y | 1 | 10 |
| J•••••• S••••• H••• | C•••••• L•• independent RIA | Rockford, Il | Aug 13, 2026 | 16 y | 1 | 1 |
| R••• H•••••• Certified Financial Planner | C•••••• L•• independent RIA | Cedar Rapids, Ia | Apr 23, 2025 | 10 y | 2 | 1 |
| K••••••• L••• H••••••• | C•••••• L•• independent RIA | Cedar Rapids, Ia | Jan 20, 2006 | 20 y | 0 | 2 |
| D•••• R• H••••• | C•••••• L•• independent RIA | Cedar Rapids, Ia | Sep 10, 2026 | 11 y | 0 | 1 |
| E••• T• H•••• | C•••••• L•• independent RIA | Charlotte, Nc | Sep 18, 2026 | 15 y | 0 | 1 |
| B•••• R•••••• H•••••• | C•••••• L•• independent RIA | Des Moines, Ia | May 14, 2018 | 18 y | 1 | 2 |
| N••• B••••••• J••••••• Certified Financial Planner | C•••••• L•• independent RIA | Petaluma, Ca | Jan 9, 2023 | 18 y | 7 | 3 |
| P•••• P••• J•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Nov 2, 2023 | 32 y | 4 | 3 |
| D•••• R••••• J•••• | C•••••• L•• independent RIA | Healdsburg, Ca | Jan 12, 2023 | 27 y | 3 | 2 |
| D•••• R•••• J•••••• Chartered Financial Analyst | C•••••• L•• independent RIA | Chicago, Il | Nov 2, 2023 | 13 y | 2 | 2 |
| S••••• E••• K••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Nov 8, 2013 | 26 y | 0 | 3 |
| J•••• A•••• K••••• Certified Financial Planner | C•••••• L•• independent RIA | Mishawaka, In | Oct 31, 2022 | 12 y | 2 | 1 |
| M•••••• C• K•••• | C•••••• L•• independent RIA | Allentown, Pa | Mar 13, 2026 | 12 y | 2 | 1 |
| K•••••• C••••••••• K•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Feb 4, 2005 | 21 y | 0 | 2 |
| J••• A•••• K••••• Certified Financial Planner | C•••••• L•• independent RIA | Sioux Falls, Sd | Oct 16, 2018 | 17 y | 0 | 5 |
| J••••••••• A•• K••••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Sep 29, 2021 | 26 y | 1 | 2 |
| S•••• B•••••• K••••••• | C•••••• L•• independent RIA | Rockford, Il | Jul 12, 2004 | 23 y | 0 | 2 |
| T•••• C•••••••• L••••• | C•••••• L•• independent RIA | Potomac, Md | Jun 28, 2018 | 22 y | 0 | 3 |
| J••• R••••• L••••••• | C•••••• L•• independent RIA | Rockford, Il | Mar 17, 2026 | 24 y | 4 | 2 |
| E•• N••••• L••••• Certified Financial Planner | C•••••• L•• independent RIA | Columbia, Md | Jan 22, 2025 | 10 y | 2 | 3 |
| M•••••• L•• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Dec 11, 2020 | 14 y | 0 | 3 |
| W•••••• G••••• L••••• | C•••••• L•• independent RIA | Chicago, Il | Nov 2, 2023 | 42 y | 3 | 3 |
| A•••••• R••••• L•••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Mar 5, 2026 | 15 y | 2 | 1 |
| M•••••• J••••• L•••• Certified Financial Planner, Chartered Financial Analyst | C•••••• L•• independent RIA | New York, Ny | Nov 2, 2023 | 27 y | 2 | 8 |
| J•••••• L••• M•••••• | C•••••• L•• independent RIA | Rockford, Il | Nov 16, 2016 | 10 y | 0 | 3 |
| P•••• M•••••• M•••• Certified Financial Planner · dual registrant | C•••••• L•• independent RIA | Rockford, Il | Jul 9, 2026 | 34 y | 2 | 8 |
| L••••• A•••••• M••••••• | C•••••• L•• independent RIA | Rockford, Il | May 26, 2022 | 10 y | 3 | 1 |
| M••• T•••••• M•••• | C•••••• L•• independent RIA | Rockford, Il | Apr 6, 2023 | 28 y | 1 | 1 |
| K•••• R••••• M••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jul 24, 2001 | 26 y | 0 | 3 |
| D••••• D••• M•••••••• | C•••••• L•• independent RIA | Irvine, Ca | Mar 6, 2026 | 33 y | 4 | 4 |
| E••• W••••• M••••• Chartered Financial Analyst | C•••••• L•• independent RIA | Charlotte, Nc | Jan 5, 2026 | 34 y | 5 | 1 |
| L••••••• K•••••• M•••• | C•••••• L•• independent RIA | Park City, Ut | Feb 24, 2022 | 24 y | 4 | 1 |
| J•••• M•••••• M••••• Chartered Financial Analyst | C•••••• L•• independent RIA | Rockford, Il | Jan 2, 2026 | 11 y | 0 | 1 |
| R•••••• M•• M•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Mar 23, 2017 | 13 y | 3 | 4 |
| B•••• D•••• M•••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Aug 1, 2018 | 17 y | 3 | 2 |
| B•••• R• M••••• | C•••••• L•• independent RIA | Madison, Wi | May 2, 2019 | 13 y | 3 | 1 |
| S••••• S•••••• N••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 11, 2023 | 11 y | 1 | 1 |
| S•••• W••••• N••••••• | C•••••• L•• independent RIA | Rockford, Il | Apr 8, 2026 | 15 y | 0 | 1 |
| M•••••• J••• N••••••• Certified Financial Planner | C•••••• L•• independent RIA | Mishawaka, In | Apr 27, 2001 | 25 y | 0 | 2 |
| K••• O•••••• | C•••••• L•• independent RIA | Rockford, Il | Mar 10, 2026 | 11 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.