Choreo Partner Alliance, LLC

Overview

Choreo Partner Alliance, LLC is an SEC registered investment adviser based in Rockford, IL, registered since 2023. It has 6 investment adviser representatives.

Employees

13

Advisory reps

6

Registered since

2023

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Selection of Other Advisors

Fee structure

Other Fees

Executive officers 3 of 8

• 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

5 more executive officers, with direct contact details

Advisory reps 3 of 6

• Christopher Lee Deblanc Investment Adviser Rep CRD 7226695
• Alexander Bern Fleming Investment Adviser Rep CRD 8051062
• Tim Green Investment Adviser Rep CRD 2918021

3 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
• Website: choreoadvisors.com/cpa-alliance

Every state, with registration dates

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