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Laurin Starck

Halo Investment Services, LLC
20 Years of Experience
Northbrook, IL
5 DisclosuresBroker
View SEC Summary
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Laurin Starck is a CFA-designated registered investment advisor at Halo Investment Services, LLC, based in Northbrook, IL, with 20 years of industry experience. Laurin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management.

Halo Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$75.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee charged to the advisor is 1.5%, which is negotiable. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Northbrook, IL

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2023
Final
Financial
April 2023
Final
Financial
September 2022
Final
Financial
July 2022
Final
Financial
June 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Halo Investment Services, LLC
January 2026 - Present · 9 mos
Halo Securities, LLCBroker
May 2025 - Present · 1 yr 5 mos
Halo Securities, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - August 2024 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
September 2015 - August 2024 · 8 yrs 11 mos
Goldman, Sachs & CO.Broker
September 2009 - April 2015 · 5 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
May 2002 - August 2004 · 2 yrs 3 mos
Cibc World Markets CORP.Broker
January 2002 - February 2002 · 1 mo
State Registrations1 state
IL
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.
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