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Kelly O'Donnell

Chief People and Transformation Officer at Choreo

No current adviser or broker registrationSEC record checked 18 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Kelly O'Donnell is Chief People and Transformation Officer of Choreo, LLC, a Rockford investment adviser managing $19.1B. Kelly O'Donnell has past investment-adviser registrations through 1 firm and has passed the Series 65.

Role at Choreo

Title on Schedule A
Chief People and Transformation Officer
Control
Kelly O'Donnell is a control person of Choreo.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kelly O'Donnell has held the filed role since September 2026.

The firm

Choreo, LLC
Rockford, IL

Form ADV filed 30 September 2026

$19.1B AUM6,891 clients97 advisers26 offices

Career on record

Firms and exams, newest first
  1. Edelman Financial Engines
    – · 17 years
    Boston, MA · Adviser representative · Firm CRD 104510
  2. Passed Series 65 · 2007

Registrations and exams

No current adviser or broker registration. Kelly O'Donnell has passed 1 qualifying exam.

Examinations

Series 6531 December 2007
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Kelly Susan O'Donnell
CRD
5457245
Firm
Choreo, LLC
Registration status
No current adviser or broker registration
Firm bio
choreoadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Kelly O'Donnell as Chief People and Transformation Officer. Official firm biography/team page

Common questions

Where does Kelly O'Donnell work?

Kelly O'Donnell has been Chief People and Transformation Officer of Choreo, LLC since September 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Does Kelly O'Donnell have a current investment-adviser registration?

Kelly O'Donnell has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Kelly O'Donnell passed?

Kelly O'Donnell passed the Series 65 in December 2007.

Source: IAPD individual record, checked 18 October 2026

Where was Kelly O'Donnell previously registered as an investment adviser?

Kelly O'Donnell has past investment-adviser registrations through Edelman Financial Engines, January 2008 to January 2025, across 1 firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at Choreo

Sources

  1. IAPD individual record, CRD 5457245. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Choreo, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Choreo team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kelly O'Donnell or Choreo, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.