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Steven Eric Kelley

Choreo, LLC

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About Steven Eric Kelley

Steven Kelley is a financial professional with over 20 years of experience in the financial services industry. Steven is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Steven is currently a Registered Investment Advisor Representative with Choreo, LLC, located in Rockford, IL and Madison, WI. Steven has extensive experience providing financial planning, investment management and retirement plan services to a variety of individuals, families, corporations, and charitable organizations. Previously, Steven was employed by RSM US LLP and BirchTree Financial Services LLC, both located in Madison, WI. Steven's professional expertise includes a focus on investment management, retirement planning, and estate planning strategies.

Firm Information

Steven Kelley 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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Steven Kelley’s Registration & Firm History

IL

01/06/2024 - Present

Choreo, LLC (ROCKFORD IL)

WI

02/17/2003 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (MADISON WI)

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Licenses & Designations

BOTH

Issued 03/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Eric Kelley.
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