Christa Liane Rubenzer Schonscheck

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2018
  Ameriprise Financial Services, Inc.
  Madison, WI
• 03/2015 → 08/2018
  The American College
  Bryn Mawr, PA
• 10/2018 → 10/2019
  Wells Fargo Clearing Services Llc
  Madison, WI
• 09/2019 → 01/2021
  State Bank Of Cross Plains
  Madison, WI
• 01/2017 → Present
  Floof Shack Llc
  Sun Prairie, WI
• 06/2012 → 09/2018
  Voyos Development Group
  Middleton, WI
• 10/2018 → 09/2019
  Wells Fargo Advisors
  Madison, WI
• 02/2021 → 07/2024
  Matthew Heckmann
  Middleton, WI
• 02/2021 → 07/2024
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 11/2024 → 02/2025
  Retirement Income Strategies
  Evansville, WI
• 02/2025 → 07/2025
  Eb Capital Management
  Madison, WI
• 02/2025 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → 07/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Choreo, Llc
  Madison, WI

Previous Registrations

• 2025-02-21 → 2025-07-09
  Cetera Investment Advisers Llc
  Madison, WI
• 2024-11-13 → 2025-04-24
  Retirement Income Strategies, Llc
  Evansville, WI
• 2021-02-16 → 2024-07-11
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 2018-10-17 → 2019-09-24
  Wells Fargo Clearing Services, Llc
  Madison, WI
• 2014-05-12 → 2018-09-19
  Ameriprise Financial Services, Llc
  Madison, WI
  Middleton, WI

Other Businesses

1. NAME OF OTHER BUSINESS: FLOOF SHACK LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: DOG GROOMING START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I PROVIDE DOG GROOMING AND PET BOARDING IN MY HOME;

Exams

• S66 Uniform Combined State Law Examination
  2014-02-14

Designations

• Certified Financial Planner

Other Names

• Christa Liane Rubenzer-Schonscheck
• Christa Liane Schonscheck
• Christa Liane Rubenzer
• Christa Liane Rubenzer
• Christa Schonscheck
• Christa Liane Rubenzer