Colleen M Stockenberg
Investment adviser representative at Halo Investment Services, LLC
16 yearsExperience
1 stateRegistered in
$75.2MFirm assets
3 yearsFirm in business
Are you Colleen M Stockenberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
16 years in the industry.
- Halo Investment Services, LLCJun 2025 to now
- Halo Investing Inc.Apr 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2025
- Wells Fargo Advisors, LLCMay 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6031025
- Firm CRD
- 325613