Brent Richard Hulbert
Investment adviser representative at Choreo, LLC
12 yearsExperience
2 statesRegistered in
$19.1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Choreo, LLCMay 2018 to now
- Rsm US Wealth Management LLCMay 2018 to now
- Strategic Retirement PartnersJan 2016 to Apr 2018
- Kestra Investment Services/nfp Advisor ServicesAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4811774
- Firm CRD
- 111221