Brent Richard Hulbert

Choreo, LLC

20 Years of Experience

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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

400 Locust St, Suite 640, Des Moines, IA, 50309

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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

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Kestra Investment Services, LLCBroker

August 2014 - May 2018 · 3 yrs 9 mos

NFP Retirement

May 2013 - October 2015 · 2 yrs 5 mos

Financial Telesis INCBroker

April 2012 - August 2014 · 2 yrs 4 mos

MML Investors Services, LLCBroker

May 2011 - March 2012 · 10 mos

Securian Financial Services, INC.Broker

June 2010 - January 2011 · 7 mos

Equitrust Marketing Services, LLCBroker

February 2008 - April 2010 · 2 yrs 2 mos

Princor Financial Services CorporationBroker

August 2004 - February 2008 · 3 yrs 6 mos

State Registrations2 states

IATX

Advisor

Exams

No exam information available for this advisor.