Ian
Zindel

Halo Investment Services, LLC

CRD#7357873
Investment Advisor
in Chicago, IL

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About this Advisor

Ian Zindel is a financial advisor based in Chicago, Illinois, working with Halo Investment Services, LLC. Ian has previously held positions at Halo Securities, LLC, St. Ignatius College Prep, Santa Clara University, Halo Investing, Inc, Sentinus, LLC, and Halo Investment Services, LLC. Ian has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Ian is part of Halo Investment Services, LLC, which operates out of Chicago, Illinois. The firm has 1 office and 15 employees. The firm manages assets totaling $31.2 million. The services offered by the firm include the selection of other advisers and other services. The fee structure at Halo Investment Services, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

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

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Halo Investment Services, LLC Brokerage Details

Total Assets Under Management

$31,200,000

IL Average: $7,464,549,021
Total Number of Employees

15

IL Average: 88
Total Number of Accounts

2

IL Average: 3,892
Average Account Size

$15,600,000

IL Average: $1,917,921

Investment Advisory Services

  • Selection of other advisers
  • Other

Ian Zindel Work History

2023 - Present (1 year)

Halo Investment Services, LLC

2020 - Present (4 years)

Halo Securities, LLC

2022 - 2023 (1 year)

Sentinus, LLC

2019 - 2019 (< 1 year)

Halo Investing, Inc

2018 - 2018 (< 1 year)

Halo Investing, Inc

2016 - 2020 (4 years)

Santa Clara University

2012 - 2016 (4 years)

St. Ignatius College Prep

Disclosures

Please visit the SEC profile of Ian Zindel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Halo Investment Services, LLC

Alexander Rabinovich
Chicago, IL
Cameron Grogan
Chicago, IL
Christopher Warren
Manhasset, NY
Christopher Virgilio
Chicago, IL
Chloe Gullman
Chicago, IL
Gregory Donohoe
Florence, NJ
Ian Zindel
Chicago, IL
Colin Biebel
Manhasset, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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