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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Veldman is an Investment Advisor Representative at Choreo, LLC. Mackenzie has been in the industry for more than 10 years. Mackenzie is a registered Investment Advisor Representative in Iowa. Mackenzie specializes in providing financial planning, portfolio management, and retirement plan services to individuals, businesses, and charitable organizations. Mackenzie has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Mackenzie is also registered with the State of Iowa.
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
12/06/2021 - Present
Choreo, LLC (ROCKFORD IL)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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