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Brent Richard Hulbert

Choreo, LLC

Des Moines, IA

Rockford, IL

CRD 4811774

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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_RES 2020-12-11
IA RA APPROVED 2018-05-14
  • TX RA
    APPROVED_RES
    Since 2020-12-11
  • IA RA
    APPROVED
    Since 2018-05-14

Branch Locations

400 Locust St Suite 640, Des Moines, IA 50309 • 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
Kestra Investment Services/Nfp Advisor Services Austin TX 08/2014 05/2018
Strategic Retirement Partners Urbandale IA 01/2016 04/2018
Rsm Us Wealth Management Llc Des Moines IA 05/2018 Present
  • 08/2014 → 05/2018
    Kestra Investment Services/Nfp Advisor Services
    Austin, TX
  • 01/2016 → 04/2018
    Strategic Retirement Partners
    Urbandale, IA
  • 05/2018 → Present
    Rsm Us Wealth Management Llc
    Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
S66 Uniform Combined State Law Examination 2010-11-17
S63 Uniform Securities Agent State Law Examination 2008-03-31
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
  • S66 Uniform Combined State Law Examination
    2010-11-17
  • S63 Uniform Securities Agent State Law Examination
    2008-03-31
Other Names
  • Brent Richard Hulbert
  • Brent R Hulbert

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC

Nearby Investors

Kathryn Leeper Hooper
ROGER ROBERT RUDEN
Christian Harrison Rogers

Nearby Offices

OSAIC INSTITUTIONS, INC. · Des Moines, IA
EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA

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