Donald James Mahlke
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Donald James Mahlke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2025 to now
- Midland State BankJan 2025 to now
- Raymond James Financial Services, Inc.Jan 2025 to now
- Midland Wealth ManagementApr 2024 to now
- Lasalle St Securities, L.L.C.Apr 2024 to Dec 2024
- Iht Wealth Management LLCAug 2019 to Apr 2024
- LPL Financial, LLCAug 2019 to Apr 2024
- Alera Investment Advisors, LLCNov 2017 to Aug 2019
- Triad Advisors, Inc.Nov 2017 to Aug 2019
- Gcg Financial, LLCApr 2003 to Nov 2017
- Minnesota Life Ins CoApr 2003 to Nov 2017
- Securian Financial Services, Inc.Apr 2003 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4645367
- Firm CRD
- 149018