Talk to sales Try for Free
Dylan Barkley, CFP®

Dylan Barkley, CFP®

Supervisor

Followers of Dylan Barkley, CFP®928 followers
location of Dylan Barkley, CFP®Greater Rockford Area

Connect with Dylan Barkley, CFP® to Send Message

Connect

Connect with Dylan Barkley, CFP® to Send Message

Connect

  • Timeline

  • About me

    Director, Wealth Advisor at Choreo

  • Education

    • University of Iowa - Henry B. Tippie College of Business

      -
      Bachelor of Business Administration (B.B.A.) Finance, General

    • College for Financial Planning

      -
      CFP® Certification Professional Education Program

  • Experience

    • RSM US LLP

      Jan 2017 - Feb 2022
      Supervisor

    • Choreo

      Feb 2022 - now

      • Director

        Mar 2024 - now

      • Associate Director

        Feb 2022 - Mar 2024

  • Licenses & Certifications

    • Series 65 - Uniform Investment Adviser Law Exam

      North American Securities Administrators Association

    • Certified Financial Planner (CFP)

      CFP Board

  • Honors & Awards

    • Awarded to Dylan Barkley, CFP®
      Dean's List Tippie College of Business