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Mark Clure

Advisor at Choreo, LLC

Updated today

Location

Mount Shasta, CA 96067

Credentials

CFP®, Series 63, Series 66

Industry experience

31 years

About

Mark Clure is a CFP® professional with 31 years of industry experience, currently serving at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management, LLC and 24 years with Edward D. Jones & Co., L.P. Outside of financial advising, he holds partial ownership and a board position at Fall River Brewing Company and is a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, with discretionary portfolio management and ongoing manager due diligence.

Client services

Based on Choreo, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Expertise

Based on Choreo, LLC

Retirement income strategy

Occupation focus

Based on Choreo, LLC

Founder/Business Owner Retired Executive

Fee options

Fixed

Financial Planning fees typically fixed fee basis; OCIO services flat fees from $15,000 to $1,000,000 annually; one-time OCIO setup fees $5,000 to $100,000; 1031 Exchange planning and implementation fees charged per project basis

Commissions

Insurance product commissions for certain advisors; trailing commissions from past variable annuity sales

Project-based

Wealth Management Consulting services hourly fees range $100 to $600 per hour; Opportunity Zone consulting fees may be hourly

Other

Account minimum: $1,000,000 Minimum fee: Annual minimum fee of $8,000, may be waived or reduced at discretion Fee-only: Financial Planning fees typically fixed fee basis; Wealth Management Consulting fees fixed or hourly ($100-$600/hr)

Location

117 West Lake Street

Mount Shasta, CA 96067

Most active in

California · Nevada · Oregon

Work history

Choreo, LLC

2023 - Present (3 years)

Enso Wealth Management, LLC

2018 - 2023 (5 years)

Edward D. Jones & CO., L.P.

1994 - 2018 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sarah M

CFP®, CFA®

Weed, CA

Camriel Advisors

I started Camriel Advisors to offer a more personal kind of financial planning — one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life — not just your portfolio. Think of me as an outsourced CFO for your finances. At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives. That’s why I work virtually — to be available when you need me, wherever you are. As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence. With deep training as both a CFA charterholder and a CFP® professional (a combination that’s rare among financial advisors), I bring a level of technical expertise that allows me to deliver a high standard of advice. The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family. If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.

Wealth management Technology Professional Young Families Gen Y/Millennials (Born 1980-1995)
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Gabriella B

Series 65

Mount Shasta, CA

Choreo, LLC

Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.

Retirement income strategy Founder/Business Owner Retired Executive
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Dorian A

Series 66

Mt. Shasta, CA

Commonwealth Financial Network

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Commonwealth since 2003 and has also been associated with Aiello, Goodrich & Teuscher since 1980. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, customized investment solutions, and retirement plan consulting, supported by comprehensive operational, trading, and compliance infrastructure.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Geoff H

CFP®, Series 66

Mount Shasta, CA

Commonwealth Financial Network

Geoff Harkness is a CFP® professional with 10 years of industry experience, currently serving at Commonwealth Financial Network since 2015. Prior to that, he worked for the City of Mount Shasta from 2012 to 2016. Outside of his advisory role, he owns Harkness Financial LLC and has involvement in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Scott B

Series 63, Series 66

Mt Shasta, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Kevin C

CFP®, ChFC®, Series 63, Series 66

Mt Shasta, CA

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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