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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Alexandra Baumgardner is a financial advisor with Choreo, LLC. Krista has been in the financial industry since 2016 and has a Series 65 and Series 63 license. Krista specializes in retirement planning and investment management. Krista holds a Certified Financial Planner designation. In addition to her current role at Choreo, LLC, Krista has previously worked at The Vanguard Group, Inc., Winthrop University, Yellowstone Club, and RSM US Wealth Management LLC. Krista is dedicated to helping clients achieve their financial goals.
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
01/22/2025 - Present
Choreo, LLC (ROCKFORD IL)
NC
10/06/2016 - 08/28/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 11/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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