Bradley John Holterhaus

Choreo, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Choreo, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

126 advisors

Number of Clients

6,961 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$18.2B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$8,000

Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Choreo, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Principal Securities, INC.Broker

September 2014 - July 2020 · 5 yrs 10 mos

Princor Financial Services CorporationBroker

October 2000 - January 2013 · 12 yrs 3 mos

Princor Financial Services CorporationBroker

October 1995 - February 2000 · 4 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.