Rochester, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$17,778,600,089
ClientsTotal clients
6,794
AdvisorsAdvisors at this office
3
Of 147 advisors across 47 offices
Location
310 Broadway Ave S, Suite 200
Rochester MN 55904
Advisors at this office
3
Advisors at this office
Eric A
CFP®, Series 66
Rochester, MN
Choreo, LLC
Eric Alleckson is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked for RSM US Wealth Management LLC for 15 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.
Graham F
Series 65
Rochester, MN
Choreo, LLC
Graham Fisher is a financial advisor at Choreo, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Choreo, he worked at RSM US LLP from 2021 to 2024. 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.
Linda W
Series 66
Rochester, MN
Choreo, LLC
Linda Winkelman is a financial advisor at Choreo, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and U.S. Bancorp Investments. Linda is based in Rochester, MN. 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
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