Kyle Peterson is a financial advisor at Choreo, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at FuturePlan and Principal Financial. Choreo provides investment and advisory services to a wide range of clients, including individuals, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.

Michael Barratt is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab and Avantax Investment Services. He is a founding board member of Exec Club Connect, a 501(c)(3) nonprofit focused on fundraising for children with major illnesses. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Brent Hulbert is a financial advisor with Choreo, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management LLC, Strategic Retirement Partners, and Kestra Investment Services/NFP Advisor Services. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds, offering specialized advisory services like OCIO work and Opportunity Zone consulting.