Alexander
Ricke
Choreo, LLC
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About this Advisor
Alexander Ricke is a certified financial planner working in Minneapolis, Minnesota with a total of 2 years of industry experience. Ricke is an employee of Choreo, LLC. Their career trajectory has included roles at Garner-Hayfield-Ventura Community Schools, University Of Northern Iowa, Lincoln Public Schools, Cast Financial LLC, Rsm Wealth Management and Choreo, LLC. Ricke holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Iowa. Choreo, LLC is an advisory company that has its headquarters in Minneapolis, MN. The company has offices in 31 locations and a total of 189 employees. It controls $12 billion in total assets among its 21,280 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 21,280 accounts, 64% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company has a number 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 advisory fee schedules largely are based on the type of services offered. Fee types billed by Choreo, LLC can include 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
Alexander Ricke Work History
Alexander has been registered as a financial advisor for 2 years.*
Choreo, LLC
Rsm Wealth Management
Cast Financial LLC
Cast Financial LLC
Lincoln Public Schools
University Of Northern Iowa
Garner-Hayfield-Ventura Community Schools
*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 Alexander Ricke 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
Richmond, VA
Des Moines, IA
Petaluma, CA
Minneapolis, MN
Rockford, IL
Los Angeles, CA
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.
