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Michael John Nicolini

Choreo, LLC

Rockford, IL

Mishawaka, IN

CRD 2308095

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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
TX RA APPROVED 2020-12-11
IN RA APPROVED 2001-04-27
  • TX RA
    APPROVED
    Since 2020-12-11
  • IN RA
    APPROVED
    Since 2001-04-27

Branch Locations

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

4100 Edison Lakes Parkway Suite 215, Mishawaka, IN 46545 • 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 Elkhart IN 02/2001 02/2022
Choreo, Llc Mishawaka IN 02/2022 Present
  • 02/2001 → 02/2022
    Rsm Us Wealth Management Llc
    Elkhart, IN
  • 02/2022 → Present
    Choreo, Llc
    Mishawaka, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-18
  • S63 Uniform Securities Agent State Law Examination
    2001-10-18
Designations
  • Certified Financial Planner
Other Names
  • Mike Nicolini

View on SEC IAPD

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