Timothy Lee Wesbrook
Investment adviser representative at Choreo, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Choreo, LLCFeb 2022 to now
- Rsm US Wealth ManagementMay 2020 to Feb 2022
- Bcg Securities, Inc.Mar 2019 to May 2020
- AXA Advisors, LLCAug 2018 to Mar 2019
- Alliant EnergySep 2013 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6969764
- Firm CRD
- 111221