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Chloe Anne Leitzke

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

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
August 2023 - Present · 2 yrs 6 mos
Halo Securities, LLCBroker
February 2020 - Present · 6 yrs
Halo Securities, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Sentinus, LLC
November 2021 - August 2023 · 1 yr 9 mos
Neuberger Berman Bd LLCBroker
April 2018 - February 2020 · 1 yr 10 mos
Neuberger Berman Bd LLC
April 2018 - February 2020 · 1 yr 10 mos
Liccar Securities, LLCBroker
July 2017 - February 2018 · 7 mos
Oppenheimer & CO. INC.
May 2015 - May 2017 · 2 yrs
Oppenheimer & CO. INC.Broker
March 2015 - May 2017 · 2 yrs 2 mos
State Registrations10 states
DCDEILKYMDNJOHPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.