Chloe Leitzke is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 10 years of industry experience. Chloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chloe is an investment adviser representative with Halo Investment Services, LLC since August 2023. She is also a registered representative with Halo Securities, LLC since February 2020.
Employment History
Current Registrations
Halo Investment Services, LLC
Halo Securities, LLC
Halo Securities, LLCBroker
Previous Registrations
Sentinus, LLC
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Liccar Securities, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations10 states
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