Jan
Stecker
Choreo, LLC
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About this Advisor
Jan Stecker is a financial advisor based in Minneapolis, Minnesota, working with Choreo, LLC. Jan has previously held positions at Lpl Financial, LLC, Macy's, Rbc Capital Markets, LLC, Ubs Financial Services Inc, Evereve, Avantax Wealth Management, Avantax Insurance Agency, Rsm Us Wealth Management LLC, and Choreo, LLC. Jan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Jan is part of Choreo, LLC, which operates out of Minneapolis, Minnesota. The firm has 33 offices and 225 employees. The firm manages assets totaling $16.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$16,030,866,060
225
24,966
$642,108
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
Jan Stecker Work History
Choreo, LLC
Rsm Us Wealth Management LLC
Avantax Wealth Management
Avantax Insurance Agency
Evereve
Ubs Financial Services Inc
Lpl Financial, LLC
Rbc Capital Markets, LLC
Macy'S
Disclosures
Please visit the SEC profile of Jan Stecker 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
West Des Moines, IA
Rockford, IL
Rockford, IL
Rockford, IL
Rockford, IL
Madison, WI
Rockford, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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