Dylan Barkley, CFP®

Dylan Barkley, CFP®

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  • 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