Malcolm Maclaren (CRD# 6345780) is an Investment Advisor Representative working at Global Value Investment Corporation in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Value Investment Corp | Milwaukee, WI | Jan 2022 - Current | 2 |
| Kl Discovery, Inc. | Chicago, IL | Jul 2021 - Jan 2022 | < 1 |
| Law Offices Of Malcolm J, Maclaren | Chicago, IL | Jul 2021 - Jan 2022 | < 1 |
| Robbins Salomon Patt, Ltd. | Chicago, IL | Oct 2020 - Jul 2021 | < 1 |
| The Circuit Court Of Cook County, Illinois | Chicago, IL | Nov 2018 - Oct 2020 | 1 |
| Apics, Inc. | Chicago, IL | Mar 2018 - Nov 2018 | < 1 |
| Depaul University College Of Law | Chicago, IL | Aug 2015 - May 2018 | 2 |
| Kozacky Weitzel Mcgrath, P.c. | Chicago, IL | May 2017 - Mar 2018 | < 1 |
| Transmarket Group | Chicago, IL | Jan 2017 - May 2017 | < 1 |
| Johnson Law, LLC | Chicago, IL | May 2016 - Sep 2016 | < 1 |
| Captain Andersons Restaurant | Panama City Beach, FL | May 2015 - Aug 2015 | < 1 |
| University Of Florida | Gainesville, FL | Aug 2011 - May 2015 | 3 |
| Captain Andersons Restaurant | Panama City Beach, FL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
- TX
- WI
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$385,305
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, FL, IL, MA, MT, NJ, NY, SC, TX, WA, WI, WY
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