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Casey August Clure

Casey A. Clure

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CRD#: 6137505
Casey August Clure

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.

Casey August Clure, CFP® was a registered financial professional .

Casey is a previously registered financial professional and started their career in finance in 2013. Casey had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
1) Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in 2019, devotes less than 1 hour per month during securities trading hours. Duties are related to new insurance products for clients. 2) UC Berkeley Extension, Not investment related, 1995 University Ave Suite 200, Berkeley, CA 94704/All teaching done remotely, Education, Part-time professor, Start date: 10/6/2022, 15 hours per month, 0 hours during trading hours.

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: 2021

Experience

Past

January 10, 2023 - May 22, 2024

CHOREO, LLC

RIA
CRD#: 111221
MOUNT SHASTA, CA
Past

February 26, 2021 - January 5, 2023

ENSO WEALTH MANAGEMENT, LLC

RIA
CRD#: 287882
Mount Shasta, CA
Past

December 21, 2018 - December 31, 2020

ENSO WEALTH MANAGEMENT, LLC

RIA
CRD#: 287882
MT. SHASTA, CA
Past

May 6, 2013 - December 26, 2018

EDWARD JONES

RIA
CRD#: 250
MT SHASTA, CA
Past

February 12, 2013 - December 26, 2018

EDWARD JONES

BD
CRD#: 250
MT SHASTA, CA

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
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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/8/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2013
General Securities Representative Examination

Current Firm

CHOREO, LLC
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts25,137
AUM (Assets Under Management)$ 18,232,358,701

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CHOREO, LLC

CHOREO, LLC

CRD#: 111221

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