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Eric Joseph Alexander

Choreo, LLC

Minneapolis, MN

Rockford, IL

CRD 8315102

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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 2026-07-22
  • MN RA
    APPROVED
    Since 2026-07-22

Branch Locations

800 Nicollett Mall Suite 600, Minneapolis, MN 55402 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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 Minneapolis MN 07/2026 Present
Accredited Investors Edina MN 05/2021 07/2026
State Farm Shoreview MN 05/2018 04/2021
University Of St. Thomas St. Paul MN 07/2016 05/2019
  • 07/2026 → Present
    Choreo, Llc
    Minneapolis, MN
  • 05/2021 → 07/2026
    Accredited Investors
    Edina, MN
  • 05/2018 → 04/2021
    State Farm
    Shoreview, MN
  • 07/2016 → 05/2019
    University Of St. Thomas
    St. Paul, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

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