Mark Stephen Clure
Financial advisor at Choreo, LLC · Rockford, IL
Last updated 2026-10-10
Claim your profileMark Stephen Clure is a financial advisor at Choreo, LLC in Rockford, IL, CRD 2477274. Licenses and exams on the registration: Series 63, Series 66. First registered 2007-01-11.
Registration
- CRD number
- 2477274
- Registration status
- Active
- First registered
- 2007-01-11
- Years of experience
- 32
- States registered
- CA, ID, NV, OR, WA
Licenses and exams
- Series 63
- Series 66
Designations
- Certified Financial Planner
Work history
- 2018-12 to 2023-01 · Enso Wealth Management, LLC · Mount Shasta, CA
- 2023-01 to Present · Choreo, LLC · Mount Shasta, CA
- 1994-02 to 2018-12 · Edward D. Jones & Co., LP · Mount Shasta, CA
Current employment
- Choreo, LLC · Rockford, IL
Choreo, LLC
- Regulatory AUM
- $19,138,746,524
- Registered advisors
- 148
- Offices
- 68
- Clients per advisor
- 46.6 (Low)
- Average AUM per client
- $2.8M (Low)
- High-net-worth client ratio
- 63.7% (High)
Choreo, LLC: advisors, services and reported ETF investments
Reported ETF positions
Choreo reports 403 ETF positions worth $5.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $538.3M |
| VTV — Vanguard Morningstar Value ETF | $485.7M |
| IWF — iShares Russell 1000 Growth Fund | $314.7M |
| IEFA — iShares Core MSCI EAFE ETF | $223M |
| VOO — Vanguard S&P 500 ETF | $199.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Choreo's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $6.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $6.5M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $1M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $8.5M | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Choreo, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
6735 Vistagreen Way, Rockford, IL 61107
146 advisors at this office.
Contact
The firm's filed contact details.
Official record
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