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Kyle James Peterson

Choreo, LLC

Des Moines, IA

Rockford, IL

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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

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EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA
OSAIC WEALTH, INC. · DES MOINES, IA
EDWARD JONES · DES MOINES, IA
WEST FINANCIAL ADVISORS, L.L.C. · DES MOINES, IA
AVANTAX PLANNING PARTNERS, INC. · Des Moines, IA
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