Abigail Catherine O'rourke
Investment adviser representative at Choreo, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- Choreo, LLCAug 2025 to now
- Savant Wealth ManagementMay 2022 to Aug 2025
- Windsor FashionsMar 2021 to Apr 2022
- Rockford UniversityAug 2019 to May 2022
- Claire'sMay 2019 to Aug 2019
- Laser QuestMar 2018 to Apr 2019
- TargetNov 2017 to Jan 2018
- Winnebago Public SchoolsJan 2009 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7800941
- Firm CRD
- 111221