Brad Holterhaus is a seasoned professional in retirement plan advisory services, currently working at Choreo since February 2022. Prior to this role, Brad served at RSM US Wealth Management LLC from July 2021 to February 2022. Brad's extensive experience at Principal Financial Group spanned over three decades, where significant contributions included directing business development for the tax-exempt market, enhancing wellness solutions, and delivering impactful client presentations. Brad holds a Bachelor of Arts degree in Marketing from the University of Northern Iowa.
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