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Kyle James Peterson

Choreo, LLC

Des Moines, IA

Rockford, IL

CRD 5401750

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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 2025-05-15
  • IA RA
    APPROVED
    Since 2025-05-15

Branch Locations

400 Locust Street Suite 200, 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
Principal Financial Des Moines IA 11/2012 10/2020
Princor Financial Des Moines IA 11/2012 10/2020
Futureplan Waukee IA 10/2020 12/2024
Choreo, Llc Des Moines IA 02/2025 Present
  • 11/2012 → 10/2020
    Principal Financial
    Des Moines, IA
  • 11/2012 → 10/2020
    Princor Financial
    Des Moines, IA
  • 10/2020 → 12/2024
    Futureplan
    Waukee, IA
  • 02/2025 → Present
    Choreo, Llc
    Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-15
S66 Uniform Combined State Law Examination 2015-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-15
  • S66 Uniform Combined State Law Examination
    2015-10-28

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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