William George Lowery

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → 10/2021
  Lowery Asset Consulting, Llc
  Chicago, IL
• 10/2021 → 10/2023
  Bdo Wealth Advisors, Llc
  Chicago, IL
• 11/2023 → Present
  Choreo, Llc
  Chicago, IL

Previous Registrations

• 2022-01-13 → 2023-11-02
  Bdo Wealth Advisors, Llc
  Chicago, IL
• 2007-05-25 → 2021-10-22
  Lowery Asset Consulting, Llc
  Chicago, IL
  Chcago, IL
• 2002-08-06 → 2002-12-31
  Lowery Asset Consulting, Llc
  Palatine, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-02
• S63 Uniform Securities Agent State Law Examination
  1984-08-31

Other Names

• Bill Lowery
• William G Lowery