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Jan Marie Stecker

Choreo, LLC

Rockford, IL

Minneapolis, MN

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-11-05
  • MN RA
    APPROVED
    Since 2020-11-05

Branch Locations

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

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Bloomington MN 01/2016 06/2016
Macy'S Minnetonka MN 11/2015 05/2016
Rbc Capital Markets, Llc Minneapolis MN 11/2016 04/2017
Unemployed Maple Grove MN 07/2016 10/2016
Ubs Financial Services Inc. Wayzata MN 11/2017 10/2018
Unemployed Maple Grove MN 05/2017 10/2017
Evereve Wayzata MN 04/2018 09/2022
Avantax Wealth Management Plymouth MN 01/2019 03/2020
Avantax Insurance Agency Irving TX 01/2019 03/2020
Rsm Us Wealth Management Llc Minneapolis MN 10/2020 02/2022
Choreo, Llc Minneapolis MN 02/2022 Present
  • 01/2016 → 06/2016
    Lpl Financial, Llc
    Bloomington, MN
  • 11/2015 → 05/2016
    Macy'S
    Minnetonka, MN
  • 11/2016 → 04/2017
    Rbc Capital Markets, Llc
    Minneapolis, MN
  • 07/2016 → 10/2016
    Unemployed
    Maple Grove, MN
  • 11/2017 → 10/2018
    Ubs Financial Services Inc.
    Wayzata, MN
  • 05/2017 → 10/2017
    Unemployed
    Maple Grove, MN
  • 04/2018 → 09/2022
    Evereve
    Wayzata, MN
  • 01/2019 → 03/2020
    Avantax Wealth Management
    Plymouth, MN
  • 01/2019 → 03/2020
    Avantax Insurance Agency
    Irving, TX
  • 10/2020 → 02/2022
    Rsm Us Wealth Management Llc
    Minneapolis, MN
  • 02/2022 → Present
    Choreo, Llc
    Minneapolis, MN
Previous Registrations
  • 2019-01-15 → 2020-04-20
    Avantax Advisory Services
    Plymouth, MN
  • 2017-12-07 → 2018-11-02
    Ubs Financial Services Inc.
    Wayzata, MN
  • 2016-11-09 → 2017-04-19
    Rbc Capital Markets, Llc
    Minneapolis, MN
  • 2016-01-06 → 2016-07-11
    Lpl Financial Llc
    Minneapolis, MN
  • 2013-12-10 → 2014-02-20
    U.S. Bancorp Investments, Inc.
    Minnetonka, MN
    Minnetonka, MN
    Minnetonka, MN
    Minnetonka, MN
    Wayzata, MN
    Minnetonka, MN
    Edina, MN
    Hopkins, MN
    Maple Grove, MN
    Maple Grove, MN
    Minnetonka, MN
    Plymouth, MN
    Plymouth, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-19
S63 Uniform Securities Agent State Law Examination 1989-01-13
  • S66 Uniform Combined State Law Examination
    2006-05-19
  • S63 Uniform Securities Agent State Law Examination
    1989-01-13
Other Names
  • Jan Marie Peterson
  • Jan Marie Stecker
  • Jan Stecker

View on SEC IAPD

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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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