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CFP
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CFP

Brian Pugal

Choreo, LLC
19 Years of Experience
Wilmette, IL
Broker
View SEC Summary
View SEC Summary

Brian Pugal is a CFP-designated registered investment advisor at Choreo, LLC, based in Wilmette, IL, with 19 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 6,891 clients with $19B in assets under management.

Choreo, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
148 advisors
Number of Clients
6,891 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$19.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual rate generally does not exceed 1.5% per year unless otherwise agreed with the client. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Skokie Road, Suite 525, Wilmette, IL, 60091

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian works as a Wealth Manager at Resource Financial Group, Ltd. since 2017, dedicating full-time hours to investment portfolio management, financial planning, and wealth management advice.

Employment History
Current Registrations
Choreo, LLC
July 2026 - Present · 3 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2026 - Present · 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2026 · 2 yrs 1 mo
Securities America, INC.Broker
September 2020 - June 2024 · 3 yrs 9 mos
Resource Financial Group, LTD.
September 2017 - July 2026 · 8 yrs 10 mos
Securities Service Network, LLCBroker
October 2008 - September 2020 · 11 yrs 11 mos
Aig Financial Advisors, INC.Broker
June 2007 - October 2008 · 1 yr 4 mos
State Registrations8 states
AZCACOFLILNHNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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