Choreo, LLC

Overview

Choreo, LLC is an SEC registered investment adviser based in Rockford, IL, registered since 2000. It reports $19.1B in assets under management across 24,999 accounts, with 232 employees. It has 148 investment adviser representatives.

Reported AUM

$19.1B

Discretionary

89%

Accounts

24,999

Average account

$766K

Employees

232

Advisory reps

148

Registered since

2000

Jurisdictions

53

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 9

• Jason Dale Van De Loo Chief Executive Officer CRD 7222530
• Keith Scott Kotfica Chief Growth Officer CRD 8171898
• Lisa Marie Tamburini General Counsel, Chief Compliance Officer CRD 5736810

6 more executive officers, with direct contact details

Advisory reps 3 of 148

• Joanna Christine Cryan Aiken Insurance Agent · Investment Adviser Rep CRD 2485909
• Eric Joseph Alexander Investment Adviser Rep CRD 8315102
• Eric Nathan Alleckson Insurance Agent · Investment Adviser Rep CRD 4106244

145 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6735 Vistagreen Way Ste 110
Rockford, IL 61107

County

Winnebago

Metro area

Rockford, IL

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions

Every state, with registration dates

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• Choreo Partner Alliance, LLCRockford, IL6 reps