CRD: 327802
Iron Horse Financial Services LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RidgeVector
- Established Date
- 08-30-2023
- Office Locations
- 3
Office Locations
About Iron Horse Financial Services LLC
Iron Horse Financial Services is a Kansas-registered RIA providing retirement-focused planning and investment strategy design for individuals and families across Central Kansas. Services include income planning, asset allocation and risk analysis, tax strategies (often coordinated with a client’s CPA), legacy planning, and Medicare/insurance support. Differentiators include its 5-step New Generation Retirement system and client tools like Generational Vault plus Orion/Schwab access.
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Investment Themes
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Owner & Executives
BRADLEY ALAN MALM
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4652210
- Ownership
- 50% but less than 75%
JAIME JO MALM
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4865645
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RONALD EUGENE BANGLE
--
- CRD
- #1762453
SARAH ANNE JOHNSON
--
- CRD
- #4765871
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,824,023 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,824,023 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,824,023
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $999,084,032 | 25.3% |
| Other | $1,208,378,315 | 30.6% |
| U.S. Government/Agency | $647,627,594 | 16.4% |
| Cash | $1,093,858,802 | 27.7% |
| Total | $3,948,948,743 | 100.0% |