Dalton E Bickford
Investment adviser representative at Choreo, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$19.1BFirm assets
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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, LLCApr 2026 to now
- UnemployedAug 2025 to Apr 2026
- Creative Planning, LLCOct 2023 to Aug 2025
- Eric SikkemaFeb 2019 to Oct 2023
- Northwestern Mutual Wealth Management CompanyJul 2017 to Oct 2023
- Northwestern Mutual Investment Services LLCMar 2017 to Oct 2023
- Mark FunkJan 2017 to Oct 2023
- Northwestern Mutual Life Insurance CompanyMay 2014 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6327961
- Firm CRD
- 111221