Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gregory Lors is a financial advisor with Choreo, LLC, located in Des Moines, Iowa. Kevin is a Certified Financial Planner and has been working in the financial industry since September 2009. Kevin has been registered with the state of Iowa since October 18, 2013, and with the state of Texas since September 27, 2019. Prior to joining Choreo, LLC, Kevin worked at McGladrey Wealth Management LLC and McGladrey LLP. Kevin's specializations include retirement planning, investments, insurance, estate planning, and college 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.
1
2
IA
09/27/2019 - Present
Choreo, LLC (Des Moines IA)
Active
Inactive
Not sure Kevin Lors is the right advisor for you? Invested Better is here to help.
