Gerard John Vanderzanden
Investment adviser representative at Halo Investment Services, LLC
17 yearsExperience
1 stateRegistered in
ChFC®Designation
$75.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
17 years in the industry.
- Halo Investment Services, LLCSep 2024 to now
- Halo Investing, Inc.Sep 2024 to now
- The Ethical Edge, Inc.Apr 2021 to now
- Ida - New West InsuranceJan 2021 to Sep 2024
- The Leaders Group, Inc.Sep 2019 to Sep 2024
- Questar Asset ManagementFeb 2017 to May 2019
- Questar Capital CorporationFeb 2017 to May 2019
- The Annuity Store (truchoice)Nov 2016 to Nov 2020
- Coastal Financial Partners Group LLCSep 2009 to Nov 2016
- Lincoln Financial GroupSep 2009 to Nov 2016
- Lincoln Financial Securities CorpSep 2009 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Halo Investment Services, LLC
$75.2MAssets managed
0Clients
23Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2658314
- Firm CRD
- 325613