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Colleen M Stockenberg

Halo Investment Services, LLC

Webster Grove, MO

Manhasset, NY

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Current Employers
Halo Investment Services, Llc

1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-03
  • MO RA
    APPROVED
    Since 2025-06-03

Branch Locations

Webster Grove, MO • United States

1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc St.LOuis MO 05/2010 11/2016
Wells Fargo Clearing Services, Llc St.LOuis MO 11/2016 04/2025
Halo Investing Inc. Chicago IL 04/2025 Present
  • 05/2010 → 11/2016
    Wells Fargo Advisors, Llc
    St.LOuis, MO
  • 11/2016 → 04/2025
    Wells Fargo Clearing Services, Llc
    St.LOuis, MO
  • 04/2025 → Present
    Halo Investing Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-26
  • S66 Uniform Combined State Law Examination
    2016-09-26
Other Names
  • Colleen M Hoffmann

View on SEC IAPD

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