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Katherine Grace Bublitz

Choreo, LLC

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About Katherine Grace Bublitz

Katherine Bublitz is a financial professional with experience in the financial services industry. Katherine is currently registered with Choreo, LLC and is actively licensed in Wisconsin. Before working at Choreo, LLC, Katherine was previously employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Katherine holds Series 66, Series 7TO and SIE licenses. Katherine is specialized in providing investment advice to individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Katherine Bublitz 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Katherine Bublitz’s Registration & Firm History

WI

07/12/2024 - Present

Choreo, LLC (Madison WI)

NC

10/22/2022 - 02/15/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON NC)

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Licenses & Designations

BOTH

Issued 12/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Grace Bublitz.
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