Inactive

Bradley John Holterhaus

CRD 2658345

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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

Authority	Category	Status	Date
IA	RA	APPROVED	2022-01-10

IA RA
APPROVED

Since 2022-01-10

Branch Locations

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

400 Locust Street, Suite 640, Des Moines, IA 50309 • 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

Organization	City	State	From	To
Principal Financial Group	Des Moines	IA	06/2000	Present

06/2000 → Present

Principal Financial Group

Des Moines, IA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-05

S65 Uniform Investment Adviser Law Examination

2022-01-05

Other Names

Brad J Holterhaus

View on SEC IAPD

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