Minneapolis, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
801 Nicollet Mall, Suite 600
Minneapolis MN 55402
Advisors at this office
3
Advisors at this office
Jeffrey R
ChFC®, Series 63, Series 65
Minneapolis, MN
Choreo, LLC
Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, 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.
Leann D
Series 63, Series 65
Minneapolis, MN
Choreo, LLC
Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Eric A
CFP®
Minneapolis, MN
Choreo, LLC
Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)