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Inactive

Krista Alexandra Baumgardner

Choreo, LLC

Rockford, IL

Potomac, MD

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-22
  • MD RA
    APPROVED
    Since 2025-01-22

Branch Locations

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

12505 Park Potomac Ave Suite 700, Potomac, MD 20854 • 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
The Vanguard Group, Inc. Charlotte NC 08/2016 08/2017
Rsm Us Wealth Management Llc Gaithersburg MD 09/2017 02/2022
Choreo, Llc Peoria IL 02/2022 Present
  • 08/2016 → 08/2017
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2017 → 02/2022
    Rsm Us Wealth Management Llc
    Gaithersburg, MD
  • 02/2022 → Present
    Choreo, Llc
    Peoria, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-14
S63 Uniform Securities Agent State Law Examination 2016-09-12
  • S65 Uniform Investment Adviser Law Examination
    2017-11-14
  • S63 Uniform Securities Agent State Law Examination
    2016-09-12
Designations
Other Names
  • Krista Alexandra Frowein

View on SEC IAPD

Other Firms

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
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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