Kimberly Lynn Hillyard

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 02/2022
  Rsm Us Wealth Management Llc
  Cedar Rapids, IA
• 02/2022 → Present
  Choreo, Llc
  Cedar Rapids, IA

Other Businesses

1. PARTNER IN HILLYARD ENTERPRISES, LLC, A FAMILY OWNED LLC CREATED TO INCREASE NET WORTH SINCE 3/2007. OWNS RENTAL PROPERTY & INVESTMENT ACCOUNT. ADDRESS IS MY RESIDENCE. BUSINESS IS INVESTMENT RELATED. I PERFORM TYPICAL SECRETARY / TREASURER DUTIES 5% OF MY TIME TIME DURING NON SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-19

Other Names

• Kim Hillyard