#1Choreo, LLC
CHOREO, LLC
Based in Rockford, IL
Retirement Plan Advisors in Winnebago County, IL
The top-ranked retirement plan advisors serving Winnebago County, IL are Choreo, LLC, Klaas Financial Asset Advisors, LLC. and Midwest Financial Associates, Inc.. We list 4 retirement plan advisors serving Winnebago County, IL. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Winnebago County, IL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Winnebago County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Choreo, LLC | SEC-registered investment adviser (CRD)#111221 | Rockford, IL | (888) 312-2467 |
| 2 | Klaas Financial Asset Advisors, LLC. | SEC-registered investment adviser (CRD)#121399 | Loves Park, IL | (815) 877-8440 |
| 3 | Midwest Financial Associates, Inc. | SEC-registered investment adviser (CRD)#158573 | Rockford, IL | (779) 210-2930 |
| 4 | Savant Wealth Management | SEC-registered investment adviser (CRD)#107271 | Rockford, IL | (815) 227-0300 |
#2Klaas Financial Asset Advisors, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.Based in Loves Park, IL#3Midwest Financial Associates, Inc.
MIDWEST FINANCIAL ASSOCIATES, INC.Based in Rockford, IL#4Savant Wealth Management
SAVANT CAPITAL, LLCBased in Rockford, IL
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Frequently asked questions
How many retirement plan advisors serve Winnebago County?
We list 4 retirement plan advisors serving Winnebago County, IL: 4 based there and 0 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Winnebago County?
The top-ranked retirement plan advisors serving Winnebago County, IL are Choreo, LLC, Klaas Financial Asset Advisors, LLC., Midwest Financial Associates, Inc. and Savant Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Winnebago County are verified against official records?
4 of the top 4 match an active official record: Choreo, LLC (U.S. Securities and Exchange Commission), Klaas Financial Asset Advisors, LLC. (U.S. Securities and Exchange Commission), Midwest Financial Associates, Inc. (U.S. Securities and Exchange Commission) and Savant Wealth Management (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Winnebago County
Communities served
Loves Park, Machesney Park, Roscoe, South Beloit, Rockton, Winnebago, Cherry Valley, Lake Summerset, Pecatonica, Westlake Village, Durand, New Milford