DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Choreo, LLC

Independent wealth managerRockford, IllinoisCRD 111221SEC 801-57236website IAPD

Latest filing Jul 10, 2026

First filing on the tape Nov 21, 2011 · 66 filings

SEC status approved since Nov 16, 2011

RAUM

$19B

reported, Item 5.F

Discretionary

89%

of RAUM

Private clients

93%

$18B individuals and HNW

Advisors

146

registered through the firm on IAPD

RAUM per advisor

$131M

derived; firm RAUM over IAPD count

Employees

232

97 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

66 filings and snapshots on the tape

RAUM$19B as of Jul 10, 2026

Jul 27, 2012$4.2B then

HNW client RAUM$17B as of Jul 10, 2026

Jul 27, 2018$5.0B then

State-registered IARs (5.B.3)0 as of Jul 10, 2026

Jul 27, 20120 then

Employees (5.A)232 as of Jul 10, 2026

Jul 26, 201381 then

Private funds: no history

RAUM +5.0% over the last fiscal year+16% a year over threeIARs 0 to 0offices 34 to 33

Practice profile

derived from the filing of Jul 10, 2026; every figure names its basis

RAUM per advisor: $131MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 47derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.8MderivedHNW RAUM over HNW clients
Average account: $765,580derivedRAUM over accounts (5.F.2.f)
Discretionary: 89%derivedof RAUM
Institutional: 6.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 4.3derived34 offices incl. principal (1.F.5)
RAUM growth, one year: +5.0%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: -0.9%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, otherreportedItem 5.G
Custody: $7.9B, 4,091 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$17B87%
Individuals$1.0B5.5%
Pension and profit-sharing plans$589M3.1%
Charitable organizations$576M3.0%
Corporations and businesses$195M1.0%

Individual clients: 2,402reported
HNW clients: 4,392reported
Pension plan clients: 18reported
Charitable clients: 36reported
Accounts: 24,999reported
Financial planning clients: 51-100reported
Wrap fee programs: noreported
Custody of client assets: $7.9B for 4,091 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=true bd_reps=4.0 bank_owner=falsederived

Advisors registered through the firm

146 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Michael John NicoliniCertified Financial Planner	Mishawaka, In	Apr 27, 2001	25 y	0
Keith Robert MayhewCertified Financial Planner	Rockford, Il	Jul 24, 2001	26 y	0
Timothy Andrew Gianos	Schaumburg, Il	Nov 1, 2002	25 y	0
Michael Paul Watson	Rockford, Il	Mar 11, 2003	27 y	1
Rebecca Jane Greene	Cedar Rapids, Ia	Jun 7, 2004	24 y	0
Scott Bernard Krowczyk	Rockford, Il	Jul 12, 2004	23 y	0
Edward E Thompson	Rockford, Il	Nov 3, 2004	34 y	1
Kenneth Christopher KovarikCertified Financial Planner	Rockford, Il	Feb 4, 2005	21 y	0
Martin Michael RothCertified Financial Planner	Rockford, Il	Jun 27, 2005	21 y	0
Kimberly Lynn Hillyard	Cedar Rapids, Ia	Jan 20, 2006	20 y	0
Gregory Scott DavisCertified Financial Planner	Rockford, Il	May 10, 2007	22 y	0
Michael Lee RadfordCertified Financial Planner, Personal Financial Specialist	Rockford, Il	Jun 11, 2007	29 y	2
David Worth WinslowCertified Financial Planner	Charlotte, Nc	Nov 12, 2007	30 y	2
Kelly Marie Condon	Rockford, Il	May 15, 2009	22 y	2
Eric Nathan AllecksonCertified Financial Planner	Rockford, Il	Jan 6, 2010	26 y	1
Jeremy Daniel Fisher	Rockford, Il	Jan 28, 2013	13 y	0
Mary Patricia SaylorCertified Financial Planner	Berwyn, Pa	Jun 28, 2013	15 y	0
Steven Eric KelleyCertified Financial Planner	Rockford, Il	Nov 8, 2013	26 y	0
Jeffrey Scott RamseyChartered Financial Consultant	Minneapolis, Mn	Nov 12, 2013	38 y	1
Michael Richard Giudici	Davenport, Ia	Mar 3, 2014	16 y	0
Mark Edward PniakCertified Financial Planner	Rockford, Il	May 30, 2014	13 y	1
Whitney Nicole AndersonCertified Financial Planner	Peoria, Il	Jun 8, 2015	11 y	0
Neil Douglas BlicherCertified Financial Planner	Rockford, Il	May 2, 2016	30 y	3
Ryan Edward FlynnCertified Financial Planner	Rockford, Il	Sep 19, 2016	21 y	1
Jessica Lynn Macklin	Rockford, Il	Nov 16, 2016	10 y	0
Charles Christopher HarkerCertified Financial Planner	Rockford, Il	Feb 10, 2017	21 y	0
Raymond Max MorrillCertified Financial Planner	Rockford, Il	Mar 23, 2017	13 y	3
Michelle Renee BuriaCertified Financial Planner	Duluth, Mn	Jul 20, 2017	22 y	3
Leann Michelle Davies	Minneapolis, Mn	Nov 22, 2017	25 y	0
Brent Richard Hulbert	Des Moines, Ia	May 14, 2018	18 y	1
Kathryn Jean PlanckCertified Financial Planner	Rockford, Il	May 16, 2018	10 y	0
Terri Creekmore Laflam	Potomac, Md	Jun 28, 2018	22 y	0
Bryan David MoscinskiCertified Financial Planner	Rockford, Il	Aug 1, 2018	17 y	3
John Alvin KramerCertified Financial Planner	Sioux Falls, Sd	Oct 16, 2018	17 y	0
Birju R. Munshi	Madison, Wi	May 2, 2019	13 y	3
Peter Andrew FreddosoCertified Financial Planner	Mishawaka, In	Jul 10, 2019	9 y	1
David Jon Smallidge	Rockford, Il	Dec 2, 2019	25 y	0
Timothy Lee Wesbrook	Rockford, Il	May 28, 2020	13 y	1
Dylan Joseph BarkleyCertified Financial Planner	Rockford, Il	Aug 12, 2020	14 y	0
Derek Matthew VaskoChartered Financial Analyst	Charlotte, Nc	Nov 6, 2020	12 y	1

All 146 advisors at Choreo, LLC

Advisor movement

6 left, 30 joined in 12 months

net +24 in 12 months0 left in 90 days7 joined in 90 daysdeparture rate 4.1% of current headcount33 left over 36 months

Left, latest

James Eric Hutchby to Accurate Wealth Management, LLC
Apr 21, 2026 · RIA to RIA
Barrett Thomas Gray to Earned Wealth Advisors, LLC
Jan 2, 2026 · RIA to RIA
Craig James Bartlett to Cetera Investment Advisers LLC
Nov 3, 2025 · RIA to affiliated broker-dealer or bank
Donna Lynne Thrane to Mai Capital Management, LLC
Oct 20, 2025 · RIA to RIA
Wesley Alim to Edward Jones
Oct 6, 2025 · RIA to affiliated broker-dealer or bank
Micah John Lang to Independent Financial Partners
Oct 2, 2025 · RIA to affiliated broker-dealer or bank
Nicholas Fred Robert Tanner to Modern Wealth Management, LLC
Sep 12, 2025 · RIA to RIA
Tracey Elizabeth Richardson to Impact Partnership Wealth, LLC
Apr 16, 2025 · RIA to RIA
Jeffrey Christopher Brewer to Modera Wealth Management, LLC
Apr 4, 2025 · RIA to RIA
Alexander Scott James Snyder to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA
Amanda Joy Kelderman to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA
Tyler John Coder to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA
Cindy L Judas to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA
Isaac Frederick Franks to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA
Alexander Dean Ricke to Compound Planning, Inc.
Mar 25, 2025 · RIA to RIA

Joined, latest

Ryan Michael Thrower from Truist Advisory Services, Inc.
Sep 8, 2026 · Affiliated broker-dealer or bank to independent RIA
Katarzyna Quiroz from Beacon Pointe Advisors, LLC
Aug 31, 2026 · RIA to RIA
Jarrett Steven Heck from Harbour Investments, Inc.
Aug 13, 2026 · RIA to RIA
Christopher Duke from MML Investors Services, LLC
Aug 6, 2026 · Affiliated broker-dealer or bank to independent RIA
Brian Anthony Pugal from Resource Financial Group, Ltd.
Jul 9, 2026 · RIA to RIA
Peter Michael Maris from Resource Financial Group, Ltd.
Jul 9, 2026 · RIA to RIA
Alyssa Zentner from Janney Montgomery Scott LLC
Jun 26, 2026 · Other
Daniel Kenneth Brackett from Focus Partners Wealth, LLC
May 6, 2026 · RIA to RIA
Katherine Anne Burak from Vanguard Advisers, Inc.
Apr 20, 2026 · Affiliated broker-dealer or bank to independent RIA
Dalton E Bickford from Creative Planning
Apr 15, 2026 · RIA to RIA
William Joseph Fisher from Northeast Financial Group, Inc.
Mar 17, 2026 · RIA to RIA
Josh Robert Laychock from Herbein Financial Group, LLC
Mar 17, 2026 · Other
Matthew C. Kline from Herbein Financial Group, LLC
Mar 13, 2026 · Other
Dominic Loyola Voiland from Northeast Financial Group, Inc.
Mar 12, 2026 · RIA to RIA
Peter Christopher Pape from Northeast Financial Group, Inc.
Mar 11, 2026 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

4 left for Compound Planning, Inc.
Mar 25, 2025 · Des Moines, Ia
2 left for Compound Planning, Inc.
Mar 25, 2025 · Rockford, Il
2 left for Compound Planning, Inc.
Mar 3, 2025 · Des Moines, Ia
2 left for Compound Planning, Inc.
Mar 3, 2025 · Rockford, Il
3 left for Stratos Wealth Advisors LLC
Mar 30, 2018 · Stamford, Ct

2 joined from Resource Financial Group, Ltd.
Jul 9, 2026 · Wilmette, Il
2 joined from Herbein Financial Group, LLC
Mar 11, 2026 · Allentown, Pa
6 joined from Northeast Financial Group, Inc.
Mar 5, 2026 · Allentown, Pa · Firm absorbed
2 joined from Insight Wealth Strategies, LP
Mar 5, 2026 · Irvine, Ca
3 joined from Bdo Wealth Advisors, LLC
Nov 2, 2023 · Fort Lauderdale, Fl
3 joined from Bdo Wealth Advisors, LLC
Nov 2, 2023 · Chicago, Il
9 joined from Bdo Wealth Advisors, LLC
Nov 2, 2023 · Columbia, Md
2 joined from Bdo Wealth Advisors, LLC
Nov 2, 2023 · St Louis, Mo

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

James Craig Bartlett · Senior Vice President Of Advisorscontrol
since 07/2023 · owns less than 5%
Wayne Gregory Blair · Chief Information Officercontrol
since 02/2022 · owns less than 5%
Scott Gregory Dowler · Chief Operating Officercontrol
since 07/2019 · owns less than 5%
Claire Marissa Fox-Foley · Chief Marketing Officercontrol
since 03/2022 · owns less than 5%
Ari Matthew Gotlin · Chief Investment Officercontrol
since 11/2023 · owns less than 5%
Scott Keith Kotfica · Chief Growth Officercontrol
since 08/2025 · owns less than 5%
Festa Molly Mcmillin · Chief Financial Officercontrol
since 09/2024 · owns less than 5%
Kenneth Lawrence Miles · Executive Vice President, Corporate Developmentcontrol
since 07/2025 · owns 5% to 10%
Max Raymond Morrill · Chief Wealth Officercontrol
since 07/2026 · owns less than 5%
David Michael Rittershaus · Chief Service Officercontrol
since 10/2025 · owns less than 5%
Grant Shelley Smith · Chief Human Resources Officercontrol
since 02/2025 · owns less than 5%
Marie Lisa Tamburini · General Counsel And Chief Compliance Officercontrol
since 07/2021 · owns less than 5%
Dale Jason Van De Loo · Chief Executive Officercontrol
since 07/2025 · owns 5% to 10%

Entity owners

Compass Parent, L.P. · Member
direct · owns 75% or more
Parthenon Investors Vi Parallel, L.P. · Limited Partner
indirect · owns 25% to 50% of Compass Parent, L.P.
Parthenon Investors Vi, L.P. · Limited Partner
indirect · owns 25% to 50% of Compass Parent, L.P.
Pcp Partners Vi, L.P. · General Partner
indirect · owns F of Parthenon Investors Vi, L.P.
Pcp Partners Vi, L.P. · General Partner
indirect · owns F of Parthenon Investors Vi Parallel, L.P.
Pcp Vi Gp Holdings, LLC · General Partner
indirect · owns F of Compass Parent, L.P.

Related persons

Schedule D 7.A

Choreo Insurance Agency, LLC
real estatey
Choreo Partner Alliance, LLC
investment advisern
Pcp Partners Vi, L.P.
investment adviserbankpooled vehicle sponsory
Pcp Vi Gp Holdings, LLC
pooled vehicle sponsory

Advisers that list Choreo, LLC as a related person

325238 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Rockford, Il · principal	144	37	3
Charlotte, Nc	16	5	1
Columbia, Md	8	4	0
Allentown, Pa	8	8	0
Cedar Rapids, Ia	7	2	0
Madison, Wi	7	0	0
Potomac, Md	7	1	0
Chicago, Il	6	0	0
Petaluma, Ca	5	1	0
Mishawaka, In	5	0	0
Richmond, Va	4	1	0
Des Moines, Ia	4	0	0
Peoria, Il	4	0	0
Denver, Co	3	1	1
Davenport, Ia	3	0	0
Orinda, Ca	3	1	0
Rochester, Mn	3	0	0
Costa Mesa, Ca	3	0	0
Virginia Beach, Va	3	0	0
Reno, Nv	3	2	0

All 28 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 4 since 2015, 1 in 24 monthsderived
Advisors acquired: 26derived
Still registered after 90 days: 85% of 26derived
After 180 days: 85% of 26derived
After 365 days: 80% of 20derived
After 730 days: 75% of 20derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Charlotte, NC13 employees
Des Moines, IA11 employees
Mishawaka, IN8 employees
Cedar Rapids, IA7 employees
Potomac, MD6 employees
Reno, NV4 employees
Madison, WI4 employees
Columbia, MD4 employees
Costa Mesa, CA4 employees
Augusta, GA3 employees
Chicago, IL3 employees
Denver, CO3 employees
Mount Shasta, CA3 employees
Orinda, CA3 employees
Peoria, IL3 employees
Petaluma, CA3 employees
Schaumburg, IL3 employees
Seattle, WA3 employees
St. Louis, MO3 employees
New York, NY2 employees
Rochester, MN2 employees
Sioux Falls, SD2 employees
Virginia Beach, VA2 employees
Minneapolis, MN2 employees
Berwyn, PA1 employees

ADV anomalies

9 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 10, 2026
RITTERSHAUS, MICHAEL, DAVID (CHIEF SERVICE OFFICER) appeared on Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
SMITH, SHELLEY, GRANT (CHIEF HUMAN RESOURCES OFFICER) appeared on Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
MORRILL, RAYMOND, MAX (CHIEF WEALTH OFFICER) appeared on Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
VAN DE LOO, JASON, DALE (CHIEF EXECUTIVE OFFICER) appeared on Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
Kotfica, Keith, Scott (CHIEF GROWTH OFFICER) appeared on Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
DOWLER, GREGORY, SCOTT (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
BARTLETT, CRAIG, JAMES (SENIOR VICE PRESIDENT OF ADVISORS) left Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
FOX-FOLEY, MARISSA, CLAIRE (CHIEF MARKETING OFFICER) left Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 10, 2026
BLAIR, GREGORY, WAYNE (CHIEF INFORMATION OFFICER) left Schedule A between the filings of 2024-10-01 and 2026-07-10
peers: independent wealth managers, $5B to $20B (289)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 25,137 to 24,999
Oct 7, 2025 to Mar 25, 2026
BD registered reps · 6 to 4
Oct 7, 2025 to Mar 25, 2026
Charity clients · 34 to 36
Oct 7, 2025 to Mar 25, 2026
HNW clients · 4,600 to 4,392
Oct 7, 2025 to Mar 25, 2026
Individual clients · 2,259 to 2,402
Oct 7, 2025 to Mar 25, 2026
Pension plan clients · 20 to 18
Oct 7, 2025 to Mar 25, 2026
Assets in custody · $7.4B to $7.9B
Oct 7, 2025 to Mar 25, 2026
Employees · 218 to 232
Oct 7, 2025 to Mar 25, 2026
Other offices · 34 to 33
Oct 7, 2025 to Mar 25, 2026
Discretionary RAUM · $16B to $17B
Oct 7, 2025 to Mar 25, 2026
HNW RAUM · $16B to $17B
Oct 7, 2025 to Mar 25, 2026
Individual RAUM · $823M to $1.0B
Oct 7, 2025 to Mar 25, 2026
Non-discretionary RAUM · $2.2B to $2.1B
Oct 7, 2025 to Mar 25, 2026
Pension RAUM · $545M to $589M
Oct 7, 2025 to Mar 25, 2026
RAUM · $18B to $19B
Oct 7, 2025 to Mar 25, 2026
Accounts · 24,966 to 25,137
Oct 16, 2024 to Mar 25, 2025
Advisory employees · 129 to 97
Oct 16, 2024 to Mar 25, 2025
Charity clients · 22 to 34
Oct 16, 2024 to Mar 25, 2025
Corporate clients · 56 to 43
Oct 16, 2024 to Mar 25, 2025
HNW clients · 4,252 to 4,600
Oct 16, 2024 to Mar 25, 2025
Individual clients · 3,003 to 2,259
Oct 16, 2024 to Mar 25, 2025
Assets in custody · $6.5B to $7.4B
Oct 16, 2024 to Mar 25, 2025
Employees · 225 to 218
Oct 16, 2024 to Mar 25, 2025
Financial planning clients · 51-100 to 51-100
Oct 16, 2024 to Mar 25, 2025
Other offices · 33 to 34
Oct 16, 2024 to Mar 25, 2025
Discretionary RAUM · $15B to $16B
Oct 16, 2024 to Mar 25, 2025
HNW RAUM · $14B to $16B
Oct 16, 2024 to Mar 25, 2025
Individual RAUM · $1.9B to $823M
Oct 16, 2024 to Mar 25, 2025
Non-discretionary RAUM · $950M to $2.2B
Oct 16, 2024 to Mar 25, 2025
Pension RAUM · $18.9M to $545M
Oct 16, 2024 to Mar 25, 2025
RAUM · $16B to $18B
Oct 16, 2024 to Mar 25, 2025
Advisory employees · 105 to 129
Dec 11, 2023 to Mar 26, 2024
Accounts · 21,280 to 24,966
Dec 11, 2023 to Mar 26, 2024
BD registered reps · 4 to 6
Dec 11, 2023 to Mar 26, 2024
Charity clients · 18 to 22
Dec 11, 2023 to Mar 26, 2024
Corporate clients · 35 to 56
Dec 11, 2023 to Mar 26, 2024
HNW clients · 3,989 to 4,252
Dec 11, 2023 to Mar 26, 2024
Individual clients · 2,219 to 3,003
Dec 11, 2023 to Mar 26, 2024
Pension plan clients · 14 to 20
Dec 11, 2023 to Mar 26, 2024
Assets in custody · $5.2B to $6.5B
Dec 11, 2023 to Mar 26, 2024

Signals

60 dated events

2 advisors left Resource Financial Group, LTD. (Wilmette, IL) for Choreo, LLC on the same day
Jul 9, 2026 · Team lift-out · derived
James Eric Hutchby left Choreo, Llc for Accurate Wealth Management, Llc (registered 2026-04-14)
Apr 21, 2026 · Advisor changed firm · fact
2 advisors left Herbein Financial Group, LLC (Allentown, PA) for Choreo, LLC a day apart
Mar 11, 2026 · Team lift-out · derived
Northeast Financial Group, Inc.'s advisors moved to Choreo, LLC (Allentown, PA): 6 of 8 registered, on the same day
Mar 5, 2026 · Firm absorbed (people side) · derived
2 advisors left Insight Wealth Strategies, LP (Irvine, CA) for Choreo, LLC on the same day
Mar 5, 2026 · Team lift-out · derived
Barrett Thomas Gray left Choreo, Llc for Earned Wealth Advisors, Llc (registered 2026-01-08)
Jan 2, 2026 · Advisor changed firm · fact
Craig James Bartlett left Choreo, Llc for Cetera Investment Advisers Llc (registered 2026-07-27)
Nov 3, 2025 · Advisor changed firm · fact
Donna Lynne Thrane left Choreo, Llc for Mai Capital Management, Llc (registered 2025-10-27)
Oct 20, 2025 · Advisor changed firm · fact
Wesley Alim left Choreo, Llc for Edward Jones (registered 2026-02-10)
Oct 6, 2025 · Advisor changed firm · fact
Micah John Lang left Choreo, Llc for Independent Financial Partners (registered 2025-10-06)
Oct 2, 2025 · Advisor changed firm · fact
Nicholas Fred Robert Tanner left Choreo, Llc for Modern Wealth Management, Llc (registered 2026-07-16)
Sep 12, 2025 · Advisor changed firm · fact
Tracey Elizabeth Richardson left Choreo, Llc for Impact Partnership Wealth, Llc (registered 2025-09-12)
Apr 16, 2025 · Advisor changed firm · fact
Jeffrey Christopher Brewer left Choreo, Llc for Modera Wealth Management, Llc (registered 2025-04-25)
Apr 4, 2025 · Advisor changed firm · fact
Cindy L Judas left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
Alexander Dean Ricke left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
Amanda Joy Kelderman left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
Tyler John Coder left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
Alexander Scott James Snyder left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
Isaac Frederick Franks left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)
Mar 25, 2025 · Advisor changed firm · fact
2 advisors left Choreo, LLC (Rockford, IL) for Compound Planning, Inc. on the same day
Mar 25, 2025 · Team lift-out · derived
4 advisors left Choreo, LLC (Des Moines, IA) for Compound Planning, Inc. on the same day
Mar 25, 2025 · Team lift-out · derived
Brandon Baker left Choreo, Llc for Apollon Wealth Management, Llc (registered 2025-04-09)
Mar 4, 2025 · Advisor changed firm · fact
Joleen Ann Scheer left Choreo, Llc for Compound Planning, Inc. (registered 2025-02-27)
Mar 3, 2025 · Advisor changed firm · fact
Lindsey Thorsen Oneil left Choreo, Llc for Compound Planning, Inc. (registered 2025-02-27)
Mar 3, 2025 · Advisor changed firm · fact
Kevin Gregory Lors left Choreo, Llc for Compound Planning, Inc. (registered 2025-02-27)
Mar 3, 2025 · Advisor changed firm · fact
Aaron Matthew Schomer left Choreo, Llc for Compound Planning, Inc. (registered 2025-02-27)
Mar 3, 2025 · Advisor changed firm · fact
2 advisors left Choreo, LLC (Rockford, IL) for Compound Planning, Inc. on the same day
Mar 3, 2025 · Team lift-out · derived
2 advisors left Choreo, LLC (Des Moines, IA) for Compound Planning, Inc. on the same day
Mar 3, 2025 · Team lift-out · derived
Shawna D Norris left Choreo, Llc for Janney Montgomery Scott Llc (registered 2025-05-14)
Feb 10, 2025 · Advisor changed firm · fact
Katherine Murphy left Choreo, Llc for J.P. Morgan Securities Llc (registered 2024-12-16)
Dec 6, 2024 · Advisor changed firm · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: hello@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: alex.moise@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: amber.wood@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: bahri.kurapey@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: barbara.hart@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: brenda.geiger@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: carl.valerius@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: christa.schonscheck@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: colin.pan@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: diane.james@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: donna.williams@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: eileen.lakin@choreoadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $131Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026