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Ryan Joseph Miller

Choreo, LLC

Rockford, IL

Sioux Falls, SD

CRD 5509732

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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:

Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-02-10
SD RA APPROVED 2022-11-01
  • MN RA
    APPROVED
    Since 2025-02-10
  • SD RA
    APPROVED
    Since 2022-11-01

Branch Locations

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

2101 W. 41St St Suite 22, Sioux Falls, SD 57105 • 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
Scottrade Sioux Falls SD 09/2013 02/2018
Td Ameritrade, Inc. Sioux Falls SD 02/2018 05/2019
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 05/2019
Trident Trust Sioux Falls SD 05/2019 08/2019
Harrisburg School Dist. Harrisburg SD 09/2019 12/2019
First Premier Bank Harrisburg SD 12/2019 06/2020
Cetera Investment Services Llc St Cloud MN 12/2019 06/2020
Cetera Investment Advisers Llc Harrisburg SD 12/2019 06/2020
Eide Bailly Agency Llc Sioux Falls SD 07/2020 08/2022
Eide Bailly Advisors Llc Sioux Falls SD 07/2020 08/2022
Choreo, Llc Sioux Falls SD 10/2022 Present
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 07/2020 08/2022
Eide Bailly Financial Services Fargo ND 07/2020 08/2022
  • 09/2013 → 02/2018
    Scottrade
    Sioux Falls, SD
  • 02/2018 → 05/2019
    Td Ameritrade, Inc.
    Sioux Falls, SD
  • 02/2018 → 05/2019
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 05/2019 → 08/2019
    Trident Trust
    Sioux Falls, SD
  • 09/2019 → 12/2019
    Harrisburg School Dist.
    Harrisburg, SD
  • 12/2019 → 06/2020
    First Premier Bank
    Harrisburg, SD
  • 12/2019 → 06/2020
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2019 → 06/2020
    Harrisburg, SD
  • 07/2020 → 08/2022
    Eide Bailly Agency Llc
    Sioux Falls, SD
  • 07/2020 → 08/2022
    Eide Bailly Advisors Llc
    Sioux Falls, SD
  • 10/2022 → Present
    Sioux Falls, SD
  • 07/2020 → 08/2022
    United Planners' Financial Services Of America A Limited Partner
    Scottsdale, AZ
  • 07/2020 → 08/2022
    Eide Bailly Financial Services
    Fargo, ND
Previous Registrations
  • 2020-09-15 → 2022-08-01
    Eide Bailly Advisors, Llc
    Sioux Falls, SD
    Sioux Falls, SD
  • 2019-12-10 → 2020-06-19
    Sioux Falls, SD
  • 2018-02-28 → 2019-05-29
    Td Ameritrade, Inc.
    Sioux Falls, SD
  • 2018-02-26 → 2019-05-29
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Sioux Falls, SD
  • 2017-05-26 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2013-05-30 → 2013-08-27
    Sioux Falls, SD
    Sioux Falls, SD
  • 2008-10-31 → 2013-04-08
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2008-10-31 → 2013-04-08
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-24
S63 Uniform Securities Agent State Law Examination 2008-09-03
  • S66 Uniform Combined State Law Examination
    2017-05-24
  • S63 Uniform Securities Agent State Law Examination
    2008-09-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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