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Colleen Stockenberg

9 Years of Experience
Broker

Colleen Stockenberg is a registered investment advisor at Halo Investment Services, LLC, based in Webster Grove, MO, with 9 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Webster Grove, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Halo Investment Services, LLC
June 2025 - Present · 10 mos
Halo Securities, LLC
April 2025 - Present · 1 yr
Halo Securities, LLCBroker
April 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
September 2016 - April 2025 · 8 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - April 2025 · 8 yrs 9 mos
State Registrations1 state
MO
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.
Colleen Stockenberg - Financial Advisor | TrueAdvisor