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AS

Amanda M. Strand

Some features on this profile are disabled
CRD#: 6766477
AS

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.

Amanda Marie Strand, who also goes by Amanda Marie Rafn, Amanda Strand, was a registered financial professional .

Amanda is a previously registered financial professional and started their career in finance in 2017. Amanda had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amanda Marie Rafn | Amanda Strand

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®
None

Experience

Past

November 18, 2019 - June 15, 2023

CHOREO, LLC

RIA
CRD#: 111221
DULUTH, MN
Past

May 25, 2018 - November 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DULUTH, MN
Past

March 5, 2018 - November 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DULUTH, MN
Past

November 7, 2017 - February 27, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DULUTH, MN
Past

May 18, 2017 - February 27, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DULUTH, 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
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
IAR
Series 65
Date: 5/24/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/2017
Uniform Securities Agent 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: 5/18/2017
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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