Bryan
Moscinski
Choreo, LLC
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About this Advisor
Bryan Moscinski is a certified financial planner operating out of Rockford, Illinois with 5 years of relevant experience. Moscinski is an employee of Choreo, LLC. During their career, the advisor has held roles at Savant Capital Management, Robert W. Baird & Co. Inc, Ameriprise Financial Services Inc and Rsm Us Wealth Management LLC. Moscinski has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Choreo, LLC is a business headquartered in Minneapolis, MN. The company has offices in 31 locations and a total of 189 employees. It oversees $12 billion in assets between its 21,280 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 21,280 client accounts, 64% belong to high-net-worth clients who have at least $1 million in investable assets. Choreo, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on the services offered. Fee types charged by Choreo, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Bryan Moscinski Work History
Bryan has been registered as a financial advisor for 5 years.*
Rsm Us Wealth Management LLC
Ameriprise Financial Services Inc
Robert W. Baird & Co. Inc
Savant Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Moscinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Choreo, LLC
Charlotte, NC
Minneapolis, MN
Petaluma, CA
Rockford, IL
Des Moines, IA
Minneapolis, MN
Richmond, VA
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
