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Leann Michelle Davies

Choreo, LLC

Minneapolis, MN

Rockford, IL

CRD 4255078

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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:

Current Employers
Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-11-22
  • MN RA
    APPROVED
    Since 2017-11-22

Branch Locations

801 Nicollet Mall Suite 600, Minneapolis, MN 55402 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Us Wealth Management Llc Minneapolis MN 07/2015 04/2020
Rsm Us Wealth Management Llc Minneapolis MN 05/2020 02/2022
Choreo, Llc Minneapolis MN 02/2022 Present
  • 07/2015 → 04/2020
    Rsm Us Wealth Management Llc
    Minneapolis, MN
  • 05/2020 → 02/2022
    Rsm Us Wealth Management Llc
    Minneapolis, MN
  • 02/2022 → Present
    Choreo, Llc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-22
S63 Uniform Securities Agent State Law Examination 2001-03-09
  • S65 Uniform Investment Adviser Law Examination
    2017-11-22
  • S63 Uniform Securities Agent State Law Examination
    2001-03-09
Other Names
  • Leann Michelle Seckerson

View on SEC IAPD

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Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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