Timothy
Wesbrook
Choreo, LLC
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About this Advisor
Timothy Wesbrook is a financial advisor who works out of Cedar Rapids, Iowa who has 3 years of industry experience. Wesbrook is an advisor for Choreo, LLC. Throughout their career, they have worked at Alliant Energy, Rockwell Collins, Bcg Securities, Inc, Rsm Us Wealth Management and Axa Advisors, LLC. Wesbrook holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Iowa. Choreo, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 31 locations and a total of 189 people on staff. It has $12 billion in assets among its 21,280 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 21,280 client accounts, 64% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides 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. Fees charged by financial advisors typically are based on which services are provided. Fees charged by Choreo, LLC likely are comprised 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
Timothy Wesbrook Work History
Timothy has been registered as a financial advisor for 3 years.*
Rsm Us Wealth Management
Bcg Securities, Inc
Axa Advisors, LLC
Alliant Energy
Rockwell Collins
*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 Timothy Wesbrook 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
Rockford, IL
Des Moines, IA
Richmond, VA
Minneapolis, MN
Charlotte, NC
Petaluma, CA
Winterset, IA
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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