Unclaimed
Amanda Kelderman is an investment advisor representative at Choreo, LLC, based in Des Moines, IA. Amanda has been in the industry since June 2013. Amanda has a Series 65 license and is registered in Iowa. Amanda has a range of experience working with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations and pension and profit-sharing plans. Amanda's areas of specialization include asset allocation, investment management, financial planning and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
08/30/2023 - Present
Choreo, LLC (ROCKFORD IL)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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