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Lindsey Thorsen O'Neil

Choreo, LLC

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About Lindsey Thorsen O'Neil

Lindsey O'Neil is a financial advisor at Choreo, LLC. Lindsey has been in the financial services industry since 2008 and is registered with the state of Iowa and Texas. Lindsey holds the Series 65 license and is also a Certified Financial Planner. Lindsey O'Neil has experience working with individuals, corporations and other businesses, high net worth individuals, charitable organizations, pension and profit sharing plans, insurance companies and individuals. Lindsey O'Neil can assist with financial planning, pension consulting and portfolio management.

Firm Information

Lindsey O'Neil 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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Lindsey O'Neil’s Registration & Firm History

IA

09/27/2019 - Present

Choreo, LLC (Des Moines IA)

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Licenses & Designations

IA

Issued 01/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Thorsen O'Neil.
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