Christa Schonscheck is a CFP-designated registered investment advisor at Choreo, LLC, based in Madison, WI, with 10 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
1 Erdman Place, Suite 404, Madison, WI, 53717
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christa is involved with several dog-related organizations, including the North Central Illinois Pekingese Club and the North American Coton Association, and owns a dog grooming business called Floof Shack LLC. She also works as a financial professional for EB Capital Management, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Retirement Income Strategies, LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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
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