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Scott Bernard Krowczyk

Choreo, LLC

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About Scott Bernard Krowczyk

Scott Bernard Krowczyk is an investment advisor representative. Scott has been in the financial services industry for over 20 years. Scott is currently registered with Choreo, LLC. Scott is also registered with the states of Illinois and Texas. Scott has passed the Series 66 and Series 7 exams. Scott has experience providing financial planning services, portfolio management services and retirement plan services to individuals, corporations and charitable organizations. Prior to joining Choreo, LLC, Scott was employed by BIRCHTREE FINANCIAL SERVICES LLC.

Firm Information

Scott Krowczyk 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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Scott Krowczyk’s Registration & Firm History

IL

12/11/2020 - Present

Choreo, LLC (Rockford IL)

IL

07/12/2004 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (ROCKFORD IL)

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Licenses & Designations

BOTH

Issued 01/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Bernard Krowczyk.
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