Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Holterhaus is a registered investment advisor representative with Choreo, LLC, a firm with offices in Des Moines, IA and Rockford, IL. Bradley has been in the industry since 2000 and previously worked for Principal Securities, Inc. and Princor Financial Services Corporation. Bradley holds both Series 6 and 7 licenses, as well as the SIE exam, along with the Series 65, which allows them to provide investment advice in Iowa. They are also registered in Iowa. Bradley's specialties include financial planning, retirement planning, and portfolio management. They provide advisory services to corporations, individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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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2
IA
01/10/2022 - Present
Choreo, LLC (DES MOINES IA)
IA
09/18/2014 - 07/27/2020
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
10/05/2000 - 01/09/2013
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
10/17/1995 - 02/09/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 01/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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