Iron Horse Financial Services LLC

Ronald Bangle is a financial advisor at Iron Horse Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously as an insurance agent through his sole proprietorship. He is also affiliated with Gradient Advisors, LLC, where he has been an investment advisor representative since 2017. Iron Horse Financial Services primarily serves individual and high-net-worth clients by offering discretionary asset management through third-party model portfolios, financial planning, consulting, and insurance-related services. The firm utilizes co-advisor arrangements and outsourced platforms to implement portfolios and deliver client reporting.

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.

Bradley Malm is an advisor at Iron Horse Financial Services LLC with Series 63 and Series 65 credentials and over a decade of experience in financial services. He worked at Gradient Financial Group from 2015 to 2025 before joining Iron Horse Financial Services. Outside of advising, he has been involved with Iron Horse Properties LLC for over 20 years. Iron Horse Financial Services LLC primarily serves individual clients, including high-net-worth and non-HNW households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based, discretionary strategies in collaboration with Gradient Investments and the Orion Portfolio Solutions platform, providing financial plans on a fixed-fee basis and conducting quarterly account reviews.