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Emma Mae Malm

Advisor at Iron Horse Financial Services LLC — McPherson, KS

Updated today

Credentials

Series 65

Experience

< 1 year

Location

McPherson, KS

Iron Horse Financial Services LLC logo

Iron Horse Financial Services LLC

Supported

Total advisors

4

Clients per advisor

35 Typical

Avg AUM per client

$355,886 Low

HNW client ratio

6% Very Low

About

Emma Malm is a financial advisor at Iron Horse Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining Iron Horse Financial Services in 2026, she was associated with Iron Horse Retirement starting in 2023 and was a full-time student from 2010 to 2023. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non‑HNW households, offering discretionary asset management, financial planning, and consulting. The firm employs model-based discretionary strategies through co-advisory relationships and delivers financial plans on a fixed-fee schedule.

Client services

Based on Iron Horse Financial Services LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Iron Horse Financial Services LLC

Active portfolio management Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting fixed fee of $1,000

Percentage

$0+: 1.65% (Custom Indexing - Strategic portfolio total fee) $0+: 1.50% (Strategic portfolio total fee) $0+: 1.65% (Custom Indexing - Allocation portfolio total fee) $0+: 1.50% (Allocation portfolio total fee) $0+: 1.50% (Tactical portfolio total fee) $0+: 1.50% (Defined Outcome portfolio total fee) $0+: 1.50% (Private Wealth portfolio total fee) $0+: 1.00% (Preservation portfolio total fee)

Location

McPherson, KS

McPherson KS

Advisors at this office

4

Most active in

Kansas

Work history

< 1 year of industry experience

Iron Horse Financial service LLC

2026 - Present • 1 year

McPherson, KS

Iron Horse Retirement

2023 - Present • 3 years

McPherson, KS

Full-Time Student

2010 - 2023 • 13 years

McPherson, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jaime M

Series 63, Series 65

McPherson, KS

Iron Horse Financial Services LLC

Jaime Malm is a financial advisor at Iron Horse Financial Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paladin Wealth, LLC and Gradient Financial Group, where he serves as Vice President of Marketing. Outside of advisory work, Malm is involved in fixed insurance sales through Iron Horse Retirement LLC. Iron Horse Financial Services primarily serves individual and high-net-worth clients, offering discretionary asset management using third-party model portfolios, financial planning, and insurance-related services. The firm emphasizes a co-advisor approach with outsourced platforms to implement portfolios and deliver client reporting.

Active portfolio management Tax-loss harvesting
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Sarah J

Series 63, Series 65

McPherson, KS

Iron Horse Financial Services LLC

Sarah Johnson is a financial advisor at Iron Horse Financial Services LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Simmons & Simmons, Inc., AdamsBrown LLC, and Avantax Advisory Services. Iron Horse Financial Services LLC serves primarily individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based portfolio strategies managed through a co-advisor arrangement with Gradient Investments and the Orion Portfolio Solutions platform.

Active portfolio management Tax-loss harvesting
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Bradley M

Series 63, Series 65

McPherson, KS

Iron Horse Financial Services LLC

Bradley Malm is a financial advisor with Iron Horse Financial Services LLC in McPherson, KS, holding Series 63 and Series 65 licenses. He has over 10 years of industry experience, including a decade at Gradient Financial Group and multiple years at Iron Horse Financial Services. Outside of advisory work, he has been involved with Iron Horse Properties LLC since 2002. Iron Horse Financial Services LLC serves individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based, discretionary strategies implemented through a co-advisor relationship and provides planning services on a fixed-fee schedule.

Active portfolio management Tax-loss harvesting
user avatar

Justin K

Series 65

McPherson, KS

SJHL Financial Group

Justin Kaufman is a financial advisor with SJHL Financial Group and holds a Series 65 designation. He has three years of industry experience and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios utilizing low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and an affiliated CPA practice.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Stacie W

Series 65

McPherson, KS

SJHL Financial Group

Stacie Wilson is a Series 65-licensed financial advisor at SJHL Financial Group with two years of industry experience. She is also a partner at Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where she provides tax preparation, planning, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, goal-based investment approach using low-cost, diversified mutual funds and ETFs, supported by fundamental analysis and portfolio monitoring.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Matthew D

Series 65

McPherson, KS

SJHL Financial Group

Matthew Deutsch is a Series 65-licensed financial advisor with SJHL Financial Group in McPherson, Kansas. He has over 21 years of experience, having worked at BT & Co., P.A. from 2004 to 2025 before joining SJHL Financial Services and Swindoll, Janzen, Hawk & Loyd, LLC in 2026. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm pursues a long-term investment strategy using low-cost, diversified mutual funds and ETFs and utilizes fundamental analysis while delegating certain portfolio management functions to a sub-advisor.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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