Jaime Malm, financial advisor Mcpherson KS

Jaime Malm

CRD Number: 4865645
Current Firm: Paladin Financial

Jaime Malm (CRD# 4865645) is an Investment Advisor Representative working at Paladin Financial in Mcpherson, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Paladin Wealth, LLC Arden Hills, MN Feb 2020 - Current < 1
Jaime Malm, Sole Proprietor Dba Iron Horse Financial Mcpherson, KS Jul 2019 - Current 1
Gradient Financial Group Arden Hills, MN May 2006 - Current 14
Gradient Advisors, LLC Shoreview, MN Jul 2010 - Mar 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Jaime J. Malm
Phone Number: 651-842-8406
Registered State(s):
  • KS
  • MN
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $61,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MN, WI

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