Isaac Christopher Yops

Employer firm

Halter Ferguson Financial Inc CRD 109563

$705M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 04/2019
  Culvers
  Huntley, IL
• 06/2019 → 08/2019
  Huntley Park District
  Huntley, IL
• 09/2019 → 01/2022
  Costco Wholesale
  Lake In The Hills, IL
• 10/2019 → 01/2021
  Mcdonalds
  Algonquin, IL
• 08/2020 → 05/2023
  Taylor University
  Upland, IN
• 06/2022 → 08/2022
  Miracle Camp
  Lawton, MI
• 09/2022 → 05/2023
  Grant County School District
  Fairmount, IN
• 06/2023 → Present
  Halter Ferguson Financial
  Carmel, IN
• 08/2016 → 05/2020
  Huntley High School
  Huntley, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-09

Other Names

• Isaac C Yops