David L. Hardinger

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CRD#: 860613

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.

David Loren Hardinger was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1978. David had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

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.

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 23, 2005 - May 4, 2020

CHOREO, LLC

RIA

CRD#: 111221

CEDAR RAPIDS, IA

Past

November 22, 2005 - July 17, 2012

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

CEDAR RAPIDS, IA

Past

January 1, 1999 - November 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ALBIA, IA

Past

June 30, 1980 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

June 30, 1980 - November 8, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 30, 1980 - November 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ALBIA, IA

Past

December 20, 1978 - October 15, 1980

NEW ENGLAND SECURITIES

CRD#: 615

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 65

Date: 1/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 12/13/1978

Registered 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)

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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)

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

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

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Advisor Monitoring

Firm Stability Insights

David L. Hardinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BIRCHTREE FINANCIAL SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CHOREO, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/1997

Series 63

Date: 4/20/1990

Series 7

Date: 9/21/1985

Series 1

Date: 12/13/1978

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

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