Linda Kay Winkelman
Investment adviser representative at Choreo, LLC
9 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 yearsFirm in business
Are you Linda Kay Winkelman? 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
9 years in the industry.
- Choreo, LLCMay 2024 to now
- UnemployedFeb 2024 to May 2024
- Baxter Credit UnionJun 2023 to Feb 2024
- LPL Financial LLCJun 2023 to Feb 2024
- Bcu Wealth Advisors, LLCJan 2023 to Feb 2024
- Cuso Financial Serives, LPJan 2023 to Jun 2023
- UnemployedJun 2022 to Dec 2022
- Northrock PartnersApr 2021 to May 2022
- U.S. Bancorp Investments, Inc.Jan 2019 to Apr 2021
- Edward JonesJun 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6504039
- Firm CRD
- 111221