Ian Zindel is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 4 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 West Jackson Blvd., 18th Floor, Chicago, IL, 60661

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ian works as an operations analyst for Halo Securities, LLC since 2020. He also works as an investment adviser representative for Halo Investment Services, LLC since 2023.

Employment History
Current Registrations
Halo Investment Services, LLC
August 2023 - Present · 2 yrs 8 mos
Halo Securities, LLCBroker
October 2021 - Present · 4 yrs 6 mos
Halo Securities, LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Sentinus, LLC
January 2022 - August 2023 · 1 yr 7 mos
State Registrations2 states
ILNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ian Zindel - Financial Advisor | TrueAdvisor