Eric Nathan Alleckson

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

Authority	Category	Status	Date
IA	RA	APPROVED	2025-05-22
MN	RA	APPROVED	2013-11-12
TX	RA	APPROVED	2010-01-06

IA RA
APPROVED

Since 2025-05-22
MN RA
APPROVED

Since 2013-11-12
TX RA
APPROVED

Since 2010-01-06

Branch Locations

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

310 Broadway Ave S Suite 200, Rochester, MN 55904 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Rsm Us Wealth Management Llc	Rochester	MN	04/2007	02/2022
Choreo, Llc	Peoria	IL	02/2022	Present

04/2007 → 02/2022

Rsm Us Wealth Management Llc

Rochester, MN
02/2022 → Present

Choreo, Llc

Peoria, IL

Previous Registrations

2005-01-24 → 2007-04-11

Wells Fargo Investments, Llc

Rochester, MN

Rochester, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-19

S66 Uniform Combined State Law Examination

2000-04-19

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Choreo, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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