Jaime Malm | Owner | Iron Horse Financial Kansas

Jaime Malm

Owner

Jaime Malm is a national speaker, financial educator, and retirement income planner. Jaime has not only counseled thousands of clients over her career toward financial freedom and success, but has served as a mentor and coach to hundreds of top financial advisors across the U.S. for the last 20 years.

Jaime’s unique approach to tax efficient retirement planning has been featured on Yahoo Finance, ABC, CBS, FOX network affiliates, Wall Street Journal Market Watch and the New York Business Journal.

Jaime is the founder of Iron Horse Financial Services, is an investment advisor representative and serves as a “fiduciary” to her clients, providing a five step, comprehensive approach to retirement planning. Jaime lives in McPherson, KS with her husband, Brad and their three children.

Brad Malm | Co-Owner | Iron Horse Financial Kansas

Brad Malm

Co-Owner

Brad graduated from Washburn University with a Masters Degree in Administrative Criminal Justice as well as a Masters in Business Administration. He served in the Air National Guard and began his financial career at a national financial firm in 2002.

Brad has attained his Series 6 and 63 designations, the Professional in Human Resources Certification (PHR) and the SHRM-CP (Certified Professional).

Brad brings over 20 years experience in business administration, is the co-founder of Iron Horse Properties and Iron Horse Financial Services. He and Jaime have been married since 2001 and have three children.

Emma Malm | Director of Marketing | Iron Horse Financial

Emma Malm

Director of Marketing

Emma Malm is the Operations Manager for Iron Horse Financial. Emma strives to create the best experience for our clients. Emma is a recent graduate from Tabor College with a major in Business and Marketing. Emma is a licensed life and health agent and supports clients with life insurance and Medicare planning needs. Emma also coaches high school basketball at McPherson High and loves her English Bulldog, Lucy.

Margo | Director of Administration | Iron Horse Financial

Margo Lysell

Director of Administration

Margo Lysell is the director of administration for Iron Horse Financial. Margo has worked in education for over 25 years. Margo received her bachelor’s degree from Washburn University and her master’s in administration from Fort Hays State University. Margo brings her organizational and technological skills to Iron House as well as her commitment to positive client communications and relationship building.

Strategic Alliances

Michael Binger CFA®

President of Gradient Investments, LLC

Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.

David Johnson CFP®

Director, Casecentral

David Johnson, CFP®  has over two decades of professional experience in the financial planning industry, with an emphasis on retirement planning, investments, insurance, and taxation. His primary focus has been on creating and analyzing financial plans, educating others on financial planning strategies, and providing ongoing guidance to his clients.

Keith Gangl CFA®

Portfolio Manager, Gradient Investments, LLC

Keith Gangl, CFA®, serves as a portfolio manager for Gradient Investments, LLC. Gangl brings over 22 years of institutional investment management experience to Gradient Investments. Gangl has a long successful track record of investment performance through various market cycles and has extensive knowledge of equity markets.

Prior to Gradient, Gangl worked as a senior portfolio manager for over 18 years covering various asset styles and market capitalizations for Thrivent Financial. He was on a team overseeing several billion dollars in assets. Gangl while managing the fund twice won a Lipper Leader Award, which is given to a fund that excels in providing consistent strong risk-adjusted performance relative to their peers. As a senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection metrics and volatility controlled parameters. Gangl helped start and develop the quantitative department improving portfolio construction and risk monitoring tools.

Gangl graduated from St. John's University earning a Bachelor of Arts in Math and Computer Science. He received his Master of Business Administration graduate degree from the University of St. Thomas. Gangl is a CFA® and a member of the Twin Cities Society of Security Analysts.

Gangl has been featured in Investor's Business Daily, quoted in Bloomberg, Wall Street online, Reuters, Yahoo! News and other local and national publications.

Jeremy Bryan CFA®

Portfolio Manager, Gradient Investments, LLC

Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the team. Prior to joining Gradient Investments, Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.

Bryan worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York City. Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, where he oversaw more than $2 billion of assets under management.

Bryan was born and raised in Minnesota. He earned his bachelor's degree in finance from St. Cloud State University in St. Cloud, Minnesota and his master's degree from the University of St. Thomas in Minneapolis. Bryan earned his CFA designation in 2010 and is a member of CFA Institute. He also remains actively involved with the CFA Society of Minnesota.

 
National Network of Attorneys


Gradient Investments is an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services.


Simmons and Simmons is owned and operated by William and Katelyn Nusser. S&S is a full service accounting firm focused on client services in the ever changing world of tax law and accounting. Simmons and Simmons provides full tax preparation and support for individuals and business owners; accounting, payroll and bookkeeping support.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.