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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4:30pm

Adam Halm Investment Services LLC

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United States
Chillicothe, OH
Adam Halm Investment Services LLC

Certified Financial Planner(TM) Chartered Financial Consultant(TM) No offers may be made or accepted from any resident of any other state.

General Financial Services and Financial Planning

Retirement planning

•Dealing with lump-sum distributions
•Projecting early or late retirement
•Income-generating strategies

Investment analysis

•Identifying capital, contribution and return requirements to meet objectives
•Building cash reserves
•Educating on alternatives pros/cons
•Asset allocation: attempting to reduce risk/enhance rate of r

eturn by balancing assets

Risk management planning

•Helping clients with a game plan for premature death
•Reviewing current insurance

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

05/29/2026

College costs may feel far off - but smart planning starts sooner than you think. On 529 College Savings Day, use this 529 Savings Plan Preparation Checklist to outline the essential steps to help you stay organized, informed, and flexible as goals evolve.

🎓 Take a look at the checklist to help keep your college savings on track.

05/27/2026

Each week brings new data, new trends, and new questions. LPL’s Weekly Market Commentary offers perspective on what’s happening now - and what it could mean going forward.

Here is this week’s report: https://www.halminvestmentservices.com/weekly-market-commentary

05/26/2026

If you own your own business, there are several ways to optimize your financial situation as you prepare for your child to go to college. Keep these tips in mind: https://www.halminvestmentservices.com/blog/a-business-owners-guide-to-tax-smart-college-planning

05/25/2026

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Please note: Financial markets and our office will be closed in observance of Memorial Day. We’ll resume regular hours tomorrow.

05/22/2026

Shoppers are buying less where prices are rising fastest, showing that inflation isn’t being driven by demand but by companies passing on costs

05/21/2026

Behind every portfolio is a team that enjoys working together - and occasionally a little friendly competition 🎳

Lansing Insurance and Halm Investment Services gathered for a great team outing recently, spending some time together, and enjoying some bowling. We’re grateful for a team that works hard, supports each other, and knows how to have some fun along the way.

05/20/2026

If you’re an investor, it’s important to stay up to date on the latest economic and market updates. Find the latest trends and data on this week’s edition of the Weekly Market Commentary: https://www.halminvestmentservices.com/weekly-market-commentary

05/15/2026

Mark Cuban said AI is reshaping work, and how you use it could make or break your career. The investor said workers who use AI to do their work without learning themselves will struggle. AI researchers have warned that overreliance on the tech could erode critical thinking.

05/13/2026

Ever wonder what the latest market headlines actually mean for investors? LPL’s Weekly Market Commentary covers the week’s most relevant economic and market updates - clearly and concisely.

👉 Read this week’s Weekly Market Commentary on our website: https://www.halminvestmentservices.com/weekly-market-commentary

05/12/2026

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings.

For this reason, investments that preserve your initial contribution but still provide growth opportunity is essential. Here, we will start with the basics for beginners interested in investing after retirement: https://www.halminvestmentservices.com/blog/a-beginners-guide-to-investing-after-retirement

Address

2151 Western Avenue
Chillicothe, OH
45601

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4:30pm

Website

http://www.halminvestmentservices.com/

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