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Chief People and Transformation Officer · Choreo, LLC

Kelly S. O'Donnell

CRD 5457245 · Named on Form ADV at one SEC-registered adviser

At a glance

Choreo, LLC, an SEC-registered wealth manager based in Rockford, IL with $19.1 billion in regulatory assets, lists Kelly S. O'Donnell on its Form ADV as Chief People and Transformation Officer, a control person.

Firms and roles

  • Choreo, LLCChief People and Transformation OfficerWealth manager · Rockford, IL · $19B in regulatory assets

AtlasMembers

Kelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Kelly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.