Kathryn Jean Planck

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-04-30

Designations

• Certified Financial Planner

Other Names

• Katy Planck
• Katy Moon
• Kathryn Moon