Inactive

Bradley John Holterhaus

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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

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STACKSTONE WEALTH, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER

JENNIFER ELISE LEWIS

DAVID RAY FEHRLE

THOMAS MARTIN WEIGHTMAN

EMILY MANEY VANHILLE

ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL

AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

STACKSTONE WEALTH, LLC · ROCKFORD, IL

EDWARD JONES · ROCKFORD, IL

STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL

FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL

LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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