Advisor at Iron Horse Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Iron Horse Financial Services LLC
Location
Mcpherson, KS
Credentials
Series 63, Series 65
Industry experience
9 years
Financial planning and consulting services fixed fee of $1,000.
$0+: 1.00% annually $0+: 1.50% annually
Insurance products commissions received by representatives; specific amounts not stated.
Iron Horse Financial Services LLC
2023 - Present (3 years)
Iron Horse Retirement LLC
2023 - Present (3 years)
Iron Horse Financial Services LLC
2023 - Present (3 years)
Iron Horse Financial, LLC
2021 - 2025 (4 years)
Paladin Wealth, LLC
2020 - 2023 (3 years)
JAIME MALM, SOLE PROPRIETOR DBA Iron Horse Financial
2019 - 2021 (2 years)
Iron Horse Properties LLC
2013 - Present (13 years)
Gradient Financial Group
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Mcpherson, KS
Edward Jones
CFP®, Series 66
Mcpherson, KS
Edward Jones
CFP®, Series 66
Mcpherson, KS
Edward Jones
Series 65
Mcpherson, KS
SJHL Financial Group
Series 65
Mcpherson, KS
SJHL Financial Group
Series 65
Mcpherson, KS
SJHL Financial Group
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