Ian James Zindel
Investment adviser representative at Halo Investment Services, LLC
10 yearsExperience
1 stateRegistered in
$75.2MFirm assets
3 yearsFirm in business
Are you Ian James Zindel? 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
10 years in the industry.
- Halo Investment Services, LLCAug 2023 to now
- Halo Securities, LLCJul 2020 to now
- Sentinus, LLCJan 2022 to Aug 2023
- Halo Investing, IncJul 2019 to Sep 2019
- Halo Investing, IncJul 2018 to Sep 2018
- Santa Clara UniversitySep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7357873
- Firm CRD
- 325613