Ameriprise Financial Services
46yrs
Top advisor by experience in Rockford
15yrs
Michael Lin
Financial advisor at Choreo
Michael Lin has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Rockford, Illinois. Michael has been with Choreo since 2020. Michael holds the CFP® designation.
One of 508 advisors with offices in Rockford, and one of 428 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 52% of advisors at Choreo
Office6735 Vistagreen Way Suite 110, Rockford, IL 61107
FirmChoreo
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm149
States licensed ?2 states
Services through Choreo
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowChoreo, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Choreo at (888) 312-2467 and ask for Michael Lin. Michael works from the Rockford, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 15 years. More experience than 52% of advisors at Choreo.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Choreo reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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