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Kevin Gregory Lors

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
FL RA APPROVED 2025-03-31
IL RA APPROVED 2025-02-27
IA RA APPROVED 2025-02-27
NE RA APPROVED 2025-02-27
TX RA APPROVED 2025-02-27
  • FL RA
    APPROVED
    Since 2025-03-31
  • IL RA
    APPROVED
    Since 2025-02-27
  • IA RA
    APPROVED
    Since 2025-02-27
  • NE 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
Choreo, Llc Des Moines IA 10/2013 02/2025
Compound Planning New York NY 02/2025 Present
  • 10/2013 → 02/2025
    Choreo, Llc
    Des Moines, IA
  • 02/2025 → Present
    Compound Planning
    New York, NY
Previous Registrations
  • 2013-10-18 → 2025-03-03
    Choreo, Llc
    Des Moines, IA
    Des Moines, IA
    Rockford, IL
Designations

View on SEC IAPD

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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
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