linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joleen Ann Scheer

Choreo, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joleen? Claim Your Profile

About Joleen Ann Scheer

Joleen Scheer is an Iowa-based financial advisor with over 10 years of experience in the industry. Joleen is currently registered with Choreo, LLC, a firm that provides investment advisory services to individuals, corporations, and institutions. Before joining Choreo, LLC, Joleen worked at BirchTree Financial Services LLC. Joleen is a Certified Financial Planner and holds a Series 66 and Series 7 licenses. Joleen has a strong track record of providing her clients with personalized financial advice and guidance. Joleen is committed to helping her clients achieve their financial goals.

Firm Information

Joleen Scheer is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joleen Scheer’s Registration & Firm History

IL

12/11/2020 - Present

Choreo, LLC (ROCKFORD IL)

IA

09/28/2011 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (DES MOINES IA)

Not sure if Joleen Ann Scheer is right for you?

Licenses & Designations

BOTH

Issued 02/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joleen Ann Scheer.
Not sure if Joleen Ann Scheer is right for you?