Donald James Mahlke

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → 11/2017
  Minnesota Life Ins Co
  St. Paul, MN
• 04/2003 → 11/2017
  Securian Financial Services, Inc.
  St. Paul, MN
• 04/2003 → 11/2017
  Gcg Financial, Llc
  Bannockburn, IL
• 11/2017 → 08/2019
  Triad Advisors, Inc.
  Norcross, GA
• 11/2017 → 08/2019
  Alera Investment Advisors, Llc
  Downers Grove, IL
• 08/2019 → 04/2024
  Lpl Financial, Llc
  Oakbrook Terrace, IL
• 08/2019 → 04/2024
  Iht Wealth Management Llc
  Chicago, IL
• 04/2024 → 01/2025
  Midland Wealth Management
  Chicago, IL
• 04/2024 → 12/2024
  Lasalle St Securities, L.L.C.
  Chicago, IL
• 01/2025 → Present
  Raymond James Financial Services, Inc.
  Chicago, IL
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Chicago, IL
• 01/2025 → Present
  Midland Wealth Management
  Chicago, IL
• 01/2025 → Present
  Midland State Bank
  Chicago, IL

Previous Registrations

• 2024-05-03 → 2025-01-13
  Midland Wealth Management
  Chicago, IL
• 2019-08-19 → 2024-05-02
  Iht Wealth Management Llc
  Chicago, IL
  Oakbrook Terrace, IL
• 2017-11-04 → 2019-08-20
  Alera Investment Advisors, Llc
  Downers Grove, IL
  Deerfield, IL
• 2003-05-16 → 2017-11-02
  Securian Financial Services, Inc.
  Oakbrook, IL
  Downers Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2003-05-15