Gerard John Vanderzanden

Current Employers

Halo Investment Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-26

CA RA
APPROVED

Since 2024-09-26

Branch Locations

Dublin, CA • 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

Organization	City	State	From	To
Lincoln Financial Group	Dublin	CA	09/2009	11/2016
Lincoln Financial Securities Corp	Dublin	CA	09/2009	11/2016
Coastal Financial Partners Group Llc	Dublin	CA	09/2009	11/2016
Questar Capital Corporation	Minneapolis	MN	02/2017	05/2019
Questar Asset Management	Minneapolis	ME	02/2017	05/2019
The Annuity Store (Truchoice)	Sacramento	CA	11/2016	11/2020
The Leaders Group, Inc.	Littleton	CO	09/2019	09/2024
Ida - New West Insurance	Hailey	ID	01/2021	09/2024
The Ethical Edge, Inc.	Pleasant Hill	CA	04/2021	Present
Halo Investing, Inc.	Chicago	IL	09/2024	Present

09/2009 → 11/2016

Lincoln Financial Group

Dublin, CA
09/2009 → 11/2016

Lincoln Financial Securities Corp

Dublin, CA
09/2009 → 11/2016

Coastal Financial Partners Group Llc

Dublin, CA
02/2017 → 05/2019

Questar Capital Corporation

Minneapolis, MN
02/2017 → 05/2019

Questar Asset Management

Minneapolis, ME
11/2016 → 11/2020

The Annuity Store (Truchoice)

Sacramento, CA
09/2019 → 09/2024

The Leaders Group, Inc.

Littleton, CO
01/2021 → 09/2024

Ida - New West Insurance

Hailey, ID
04/2021 → Present

The Ethical Edge, Inc.

Pleasant Hill, CA
09/2024 → Present

Halo Investing, Inc.

Chicago, IL

Previous Registrations

2020-02-06 → 2024-09-27

Tlg Advisors, Inc.

Hailey, ID

Sacramento, CA

Summit, NJ
2017-02-01 → 2019-05-02

Questar Asset Management, Inc.

Sacramento, CA

Minneapolis, MN
2009-09-30 → 2016-11-21

Osaic Fs, Inc.

Dublin, CA

Dublin, CA

Concord, NH
2007-08-06 → 2009-09-30

Greenbook Investment Management, Inc.

San Diego, CA
2001-11-02 → 2007-07-06

Msi Financial Services, Inc.

Danville, CA

Springfield, MA

San Ramon, CA

Other Businesses

1) JERRY VANDERZANDEN INSURANCE SERVICES - 10/17/2016 - 4062 Rosehill Place, Dublin, CA 94568 - Independent Insurance Agent, Sales, Investment Related, Fixed insurance, 5 hrs/mo; 0 hrs/mo (during trading hours). 2) WSLV, LLC - 10/1/2022 - 333 NW 9th Avenue, Ste 1203, Portland, OR 97209 - entity created to develop, hold and ultimately market IP around "insurance fiduciary" - on hold now - Not Investment Related - 1 hr/mo; 0 hrs/mo (during trading hours). 3) CAIPS, LLC - 12/1/2020 - 3297 Spectrum, Irvine, CA 92618 - Board Advisor - Not Investment Related - 1 hr/mo; 0 hrs/mo (during trading hours). 4) Life Insurance Consumer Advocacy Center - 4/1/2022 - 25A Crescent Drive #415, Pleasant Hill, CA 94523 - Board Member - Not Investment Related - 1 hr/mo; 0 hrs/mo (during trading hours). 5) NAIFA - Silicon Valley Chapter - 7/1/2024 - 9854 National Blvd., #322, Los Angeles, CA 90034 - Board Member - Not Investment Related - 1 hr/mo; 0 hrs/mo (during trading hours). 6) The Ethical Edge Inc. Pleasant Hill, CA Consulting services Independent Contractor Since 12/2020 Not Investment Related

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-09-21

S63 Uniform Securities Agent State Law Examination

2001-09-21

Designations

Other Names

Gerard John Vanderzanden
Jerry Vanderzanden

View on SEC IAPD