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Kenneth Christopher Kovarik

Choreo, LLC

Rockford, IL

CRD 3059134

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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
TX RA APPROVED 2019-09-27
IL RA APPROVED 2005-02-04
  • TX RA
    APPROVED
    Since 2019-09-27
  • IL RA
    APPROVED
    Since 2005-02-04

Branch Locations

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
Mcgladrey Wealth Management Llc Rockford IL 12/2004 02/2022
Choreo, Llc Rockford IL 02/2022 Present
  • 12/2004 → 02/2022
    Mcgladrey Wealth Management Llc
    Rockford, IL
  • 02/2022 → Present
    Rockford, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-22
  • S66 Uniform Combined State Law Examination
    2005-11-22
Designations
  • Certified Financial Planner
Other Names
  • Chris Kovarik
  • K. Chris Kovarik
  • K Christopher Kovarik

View on SEC IAPD

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