John
Kramer
Choreo, LLC
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About this Advisor
John Kramer is a certified financial planner based in Sioux Falls, South Dakota who has 5 years of relevant experience. Kramer currently works for Choreo, LLC. Kramer has gained experience at Northwestern Mutual Investment Services, LLC, Samuel Theobald, Naifa, Younkers, Rsm Us Wealth Management LLC and Sammons Financial Group. Kramer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in South Dakota and Texas. Choreo, LLC is a registered investment firm that has its headquarters in Minneapolis, MN. The firm has offices in 31 locations and a total of 189 financial advisors. It controls $12 billion in total assets across its 21,280 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 21,280 customer accounts, 64% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Choreo, LLC provides a wide set 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. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by Choreo, LLC most likely consist 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
John Kramer Work History
John has been registered as a financial advisor for 5 years.*
Rsm Us Wealth Management LLC
Sammons Financial Group
Younkers
Naifa
Samuel Theobald
Northwestern Mutual Investment Services, LLC
*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 John Kramer 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
Petaluma, CA
Des Moines, IA
Minneapolis, MN
Rockford, IL
Richmond, VA
Minneapolis, MN
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.
