Kyle James Peterson
Investment adviser representative at Choreo, LLC
14 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 yearsFirm in business
Are you Kyle James Peterson? Claim your profile
Contact this firm
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
14 years in the industry.
- Choreo, LLCFeb 2025 to now
- FutureplanOct 2020 to Dec 2024
- Principal FinancialNov 2012 to Oct 2020
- Princor FinancialNov 2012 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5401750
- Firm CRD
- 111221