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Dylan Joseph Barkley

Choreo, LLC

Rockford, IL

Rockford, IL

CRD 6770782

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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
TX RA APPROVED 2026-06-15
WI RA APPROVED 2026-06-15
IA RA APPROVED 2025-05-22
IL RA APPROVED 2020-08-12
  • TX RA
    APPROVED
    Since 2026-06-15
  • WI RA
    APPROVED
    Since 2026-06-15
  • IA RA
    APPROVED
    Since 2025-05-22
  • IL RA
    APPROVED
    Since 2020-08-12

Branch Locations

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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
Rsm Us Wealth Management Llc Cedar Rapids IA 01/2017 07/2020
University Of Iowa Iowa City IA 08/2014 12/2016
University Of Iowa Iowa City IA 08/2012 12/2016
Rsm Us Wealth Management Llc Rockford IL 08/2020 02/2022
Choreo, Llc Rockford IL 02/2022 Present
  • 01/2017 → 07/2020
    Rsm Us Wealth Management Llc
    Cedar Rapids, IA
  • 08/2014 → 12/2016
    University Of Iowa
    Iowa City, IA
  • 08/2012 → 12/2016
    University Of Iowa
    Iowa City, IA
  • 08/2020 → 02/2022
    Rsm Us Wealth Management Llc
    Rockford, IL
  • 02/2022 → Present
    Choreo, Llc
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-10
  • S65 Uniform Investment Adviser Law Examination
    2017-04-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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