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Michael Lee Radford

Choreo, LLC

Rockford, IL

Charlotte, NC

CRD 2854596

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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
IA RA APPROVED 2025-05-22
NY RA APPROVED 2021-08-23
TX RA APPROVED 2020-12-11
NC RA APPROVED 2007-06-11
  • IA RA
    APPROVED
    Since 2025-05-22
  • NY RA
    APPROVED
    Since 2021-08-23
  • TX RA
    APPROVED
    Since 2020-12-11
  • NC RA
    APPROVED
    Since 2007-06-11

Branch Locations

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

227 W. Trade Street Suite 1100, Charlotte, NC 28202 • 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 Charlotte NC 05/2007 02/2022
Choreo, Llc Charlotte NC 02/2022 Present
  • 05/2007 → 02/2022
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 02/2022 → Present
    Choreo, Llc
    Charlotte, NC
Previous Registrations
  • 2004-01-14 → 2007-03-15
    Gfo Advisory Services, Llc
    Palm Beach Gardens, FL
  • 1999-12-21 → 2004-01-13
    Deloitte Investment Advisors Llc
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-01
S65 Uniform Investment Adviser Law Examination 1997-01-28
  • S63 Uniform Securities Agent State Law Examination
    1997-12-01
  • S65 Uniform Investment Adviser Law Examination
    1997-01-28
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Michael Radford
  • Mike Radford

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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