Madison, WI Office
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Choreo, LLC
Multi-team
Firm-wide stats for Choreo, LLC
About
Choreo serves a broad client base that includes individual and high‑net‑worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. Its advisory offerings span discretionary and non‑discretionary portfolio management, aggregated reporting, financial planning, wealth management consulting, outsourced CIO services, and retirement plan/pension consulting.
The firm’s investment process starts with strategic asset allocation (built from regional/country weights of the MSCI All Country World Index and the Bloomberg U.S. Aggregate Bond Index) and uses quantitative screening, due diligence and Investment Committee approval to populate an approved list of managers and model portfolios. Choreo implements portfolios through a mix of Choreo Models, separately managed accounts, direct indexing, options overlays and allocations to registered funds and private funds, and it provides held‑away account services and periodic monitoring and reporting.
A noteworthy operational feature is that some Choreo advisors are registered representatives of a broker‑dealer and may receive trailing commissions from past sales of annuities or other brokerage products; the firm also operates an affiliated insurance agency and discloses referral and ownership relationships (for example with Estate Planning Team and Overture) that can create potential conflicts of interest. Choreo’s suite of specialized advisory services — including 1031 like‑kind exchange advisory, Deferred Sales Trusts™ consulting, Opportunity Zone consulting, and OCIO work for ultra‑high‑net‑worth clients — further differentiates its service mix from many peers.
Based on Choreo, LLC
Location
1 Erdman Place, Suite 404
Madison WI 53717
Advisors at this office
4
Advisors at this office
Alexander D
Series 66
Madison, WI
Choreo, LLC
Alexander Draves is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance at Lavelle Industries and Dennies Van Rossum Masonry. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Gregory D
CFP®, Series 63, Series 66
Madison, WI
Choreo, LLC
Gregory Davis is a CFP® professional with 18 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 16 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Christa R
CFP®, Series 66
Madison, WI
Choreo, LLC
Christa Rubenzer Schonscheck is a financial advisor at Choreo, LLC with 10 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, Inc. Outside of finance, she owns and operates a dog grooming and pet boarding business. Choreo, LLC 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 offers specialized consulting services such as 1031 exchange and Deferred Sales Trust™ advice.
Steven K
CFP®, Series 66
Madison, WI
Choreo, LLC
Steven Kelley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC and RSM US LLP from 1999 to 2022. He holds a Series 66 license. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and oversight by an Investment Committee.
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