Mackenzie
Veldman
Choreo, LLC
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About this Advisor
Mackenzie Veldman is a financial advisor working out of Des Moines, Iowa who has 2 years of relevant experience. Veldman works at Choreo, LLC. Their career trajectory has included roles at Pizza Ranch, The Three Sons, Central Bank And Insuracne, Bank Midwest, Student, Serenity Couture, College Nannies, Sitters And Tutors, Parkstone Wealth Advisors, Northwest Wealth Management and Rsm Us Wealth Management LLC. Veldman maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Iowa. Choreo, LLC is an advisory company operating out of Minneapolis, MN. The firm has offices in 31 locations and a total of 189 advisors. It controls $12 billion in total assets among its 21,280 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 21,280 customer accounts, 64% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a wide range of services, such as 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 management fees typically are based on which services the firm provides the client. Fee types billed by Choreo, LLC most likely include any 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
Mackenzie Veldman Work History
Mackenzie has been registered as a financial advisor for 2 years.*
Rsm Us Wealth Management LLC
Pizza Ranch
Northwest Wealth Management
College Nannies, Sitters And Tutors
Serenity Couture
Parkstone Wealth Advisors
Pizza Ranch
Central Bank And Insuracne
The Three Sons
Bank Midwest
Student
*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 Mackenzie Veldman 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
Minneapolis, MN
Des Moines, IA
Minneapolis, MN
Petaluma, CA
Rockford, IL
Charlotte, NC
Richmond, VA
Minneapolis, MN
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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