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Inactive

Kathryn Jean Planck

Choreo, LLC

Peoria, IL

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-05-16
  • IL RA
    APPROVED
    Since 2018-05-16

Branch Locations

6001 Knoxville Avenue Suite 102, Peoria, IL 61614 • 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
Rsm Us Wealth Management Llc Peoria IL 09/2017 02/2022
David Vaughan Investments Peoria IL 12/2015 09/2017
Choreo, Llc Peoria IL 02/2022 Present
  • 09/2017 → 02/2022
    Rsm Us Wealth Management Llc
    Peoria, IL
  • 12/2015 → 09/2017
    David Vaughan Investments
    Peoria, IL
  • 02/2022 → Present
    Choreo, Llc
    Peoria, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-30
  • S65 Uniform Investment Adviser Law Examination
    2018-04-30
Designations
Other Names
  • Katy Planck
  • Katy Moon
  • Kathryn Moon

View on SEC IAPD

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Other Investors

ELIZABETH KARON MILLER
William Cohen
CAROLYN G DAVIS
Kory V Barlow
TAMARA L THOMPSON
MARY JO MOEHLENHOF
Mark ALLAN Robben
BRIAN T ABRAHAM

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · PEORIA, IL
MORGAN STANLEY · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
REATHERFORD WEALTH MANAGEMENT LLC · PEORIA, IL
OSAIC WEALTH, INC. · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
GUARDIAN WEALTH MANAGEMENT INC. · PEORIA, IL

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