Jennifer L. Buzzell

Some features on this profile are disabled

CRD#: 4801184

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Lynn Buzzell, CFP®, who also goes by Jennifer L Buzzell, Jennifer Lynn Krueger, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2004. Jennifer had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer L Buzzell | Jennifer Lynn Krueger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Past

October 18, 2016 - May 25, 2023

CHOREO, LLC

RIA

CRD#: 111221

ROCHESTER, MN

Past

January 2, 2014 - September 16, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

ROCHESTER, MN

Past

January 2, 2014 - September 16, 2016

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ROCHESTER, MN

Past

August 10, 2005 - November 5, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYZATA, MN

Past

April 22, 2005 - November 5, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAYZATA, MN

Past

August 13, 2004 - February 28, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHOREO, LLC

CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC

CRD#: 111221 / SEC#: 801-57236

RIA

Registered Investment Advisory firm - (11/16/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/30/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/16/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2004

General Securities Representative Examination

Current Firm

CHOREO, LLC

CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC

CRD#: 111221 / SEC#: 801-57236

RIA

Registered Investment Advisory firm - (11/16/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Mailing Address

Phone number

(312) 702-1680

Established

Firm type

Fiscal year end

# of Employees

218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A MARCH 25 2025 FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts	25,137
AUM (Assets Under Management)	$ 18,232,358,701

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/12/2024	Cover Page	Report
12/20/2023	Cover Page	Report
11/30/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer L. Buzzell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

CHOREO, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2004

SIE

Date: 9/16/2016

Series 7

Date: 8/12/2004

Current Firm

CHOREO, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHOREO, LLC

TRUST BUT VERIFY

Similar Advisors