Choreo Appoints Erik Merkau as Chief Wealth Advisory Officer
Choreo LLC, an independent registered investment adviser, has named Erik Merkau as chief wealth advisory officer. He will report to Jason Van de Loo, chief executive officer, and lead Choreo’s national advisory teams.
In his role, Merkau will oversee adviser development and execution across the firm, leading the continued expansion of Choreo’s advanced planning capabilities, portfolio management solutions, practice management framework, and integrated private client services platform.
Merkau brings more than two decades of leadership experience across the RIA, broker-dealer, and wealth management sectors. He has held senior leadership roles at several national firms, including Edelman Financial Engines from 2022 to 2024 and JPMorgan Securities from 2016 to 2022.
“Erik joins Choreo at a pivotal time as we continue to evolve our adviser model to reflect the real-world complexity facing builders – closely held business owners and families who depend on thoughtful, integrated advice,” said Van de Loo. “His experience leading large advisory organizations positions him to help us raise the bar for how advisers serve builders and deliver coordinated guidance across tax, estate planning and business transition strategies.”
Merkau earned his bachelor’s degree in business administration from the University of Illinois Chicago.
“What attracted me to Choreo is its clear commitment to operating at the intersection of tax strategy and wealth planning,” Merkau said. “This is a platform built for advisers who want to deliver coordinated guidance across estate planning, tax management and business transition needs, supported by true advanced planning depth. That combination gives advisers a powerful way to serve families and help them navigate complex financial decisions with great confidence.”
Choreo is a limited liability company and U.S. Securities and Exchange Commission-registered investment adviser that provides financial planning and other wealth management services to individuals and businesses. It serves over 7,000 clients with approximately $27.2 billion in assets under management and advisement as of December 2024.
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