Donald Mahlke is a registered investment advisor, based in Chicago, IL, with 22 years of industry experience.
Location
225 W Washington Street, Suite 1640, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Lasalle St Securities, L.L.C.Broker
May 2024 - December 2024 · 7 mos
Midland Wealth Management
May 2024 - January 2025 · 8 mos
LPL Financial LLCBroker
August 2019 - May 2024 · 4 yrs 9 mos
Iht Wealth Management LLC
August 2019 - May 2024 · 4 yrs 9 mos
Alera Investment Advisors, LLC
November 2017 - August 2019 · 1 yr 9 mos
Triad Advisors LLCBroker
November 2017 - August 2019 · 1 yr 9 mos
Securian Financial Services, INC.
May 2003 - November 2017 · 14 yrs 6 mos
Securian Financial Services, INC.Broker
May 2003 - November 2017 · 14 yrs 6 mos
State Registrations8 states
CAFLILINMIMNNJNV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.