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Joleen Ann Scheer

Compound Planning, Inc.

Johnston, IA

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-02-27
TX RA APPROVED 2025-02-27
  • IA RA
    APPROVED
    Since 2025-02-27
  • TX RA
    APPROVED
    Since 2025-02-27

Branch Locations

5435 Nw 100Th St Suite 450, Johnston, IA 50131 • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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 Des Moines IA 09/2010 02/2022
Choreo, Llc Des Moines IA 02/2022 01/2025
Compound Planning New York NY 02/2025 Present
  • 09/2010 → 02/2022
    Rsm Us Wealth Management Llc
    Des Moines, IA
  • 02/2022 → 01/2025
    Choreo, Llc
    Des Moines, IA
  • 02/2025 → Present
    Compound Planning
    New York, NY
Previous Registrations
  • 2012-02-08 → 2025-03-03
    Choreo, Llc
    Des Moines, IA
    Rockford, IL
    Des Moines, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-07
  • S66 Uniform Combined State Law Examination
    2012-02-07
Designations
Other Names
  • Joleen Ann Parizek

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KANE COMPANY WEALTH MANAGEMENT, INC.
SIMPLIFIED PLANNING AND INVESTMENTS

Other Investors

JEFFREY DOUGLAS OLSON
John A Denny
Erik David Aanonson
Kenneth Tague
Lucas Scott Borseth
Kaley Dwight Fleig
KRISTIN M MEYER
NATHAN DOUGLAS BEATTIE

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · JOHNSTON, IA
EDWARD JONES · Johnston, IA
INTEGRITY ALLIANCE, LLC. · Johnston, IA
EDWARD JONES · JOHNSTON, IA
APELLA WEALTH · Johnston, IA
AMERIPRISE FINANCIAL SERVICES, LLC · Johnston, IA
CETERA INVESTMENT ADVISERS LLC · Johnston, IA
KANE COMPANY WEALTH MANAGEMENT, INC. · JOHNSTON, IA

More in Johnston, IA

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