Best Investors Account Sign in
Inactive

Garrett Daniel Malmo

Ae Wealth Management, LLC

Freeland, MI

Claim This Profile
Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-12-18
  • MI RA
    APPROVED
    Since 2023-12-18

Branch Locations

8282 Midland Rd., Freeland, MI 48623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jimmy John'S Saginaw MI 10/2018 04/2021
Sonny'S Property Maintenance Saginaw MI 04/2021 08/2021
Team One Credit Union Saginaw MI 08/2021 06/2022
Horizon Global Americas Plymouth MI 06/2022 09/2022
Sawmill Pub &Amp; Grill Saginaw MI 08/2022 11/2022
Pierce Road Bar &Amp; Grill Saginaw MI 11/2022 04/2023
Unemployed Saginaw MI 12/2012 09/2018
Pruco Securities Llc Troy MI 11/2022 11/2023
The Prudential Insurance Company Of America Troy MI 04/2023 11/2023
Ae Wealth Management, Llc Topeka KS 12/2023 Present
Mcintosh & Associates, Inc Freeland MI 09/2025 Present
Wealth.cOm Freeland MI 09/2025 Present
Mhsaa Referee East Lansing MI 02/2026 Present
  • 10/2018 → 04/2021
    Jimmy John'S
    Saginaw, MI
  • 04/2021 → 08/2021
    Sonny'S Property Maintenance
    Saginaw, MI
  • 08/2021 → 06/2022
    Team One Credit Union
    Saginaw, MI
  • 06/2022 → 09/2022
    Horizon Global Americas
    Plymouth, MI
  • 08/2022 → 11/2022
    Sawmill Pub &Amp; Grill
    Saginaw, MI
  • 11/2022 → 04/2023
    Pierce Road Bar &Amp; Grill
    Saginaw, MI
  • 12/2012 → 09/2018
    Unemployed
    Saginaw, MI
  • 11/2022 → 11/2023
    Troy, MI
  • 04/2023 → 11/2023
    The Prudential Insurance Company Of America
    Troy, MI
  • 12/2023 → Present
    Topeka, KS
  • 09/2025 → Present
    Mcintosh & Associates, Inc
    Freeland, MI
  • 09/2025 → Present
    Wealth.cOm
    Freeland, MI
  • 02/2026 → Present
    Mhsaa Referee
    East Lansing, MI
Previous Registrations
Other Businesses

1.) McIntosh & Associates, Inc; Yes Investment Related; 8282 Midland Rd. Freeland, MI 48623; Insurance Sales; POSITION Financial Advisor; START DATE: 12/2023; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services. 2.) Michigan Youth Basketball; Investment Related: No; 8400 Ohern Rd, Saginaw MI 48609; It is a youth basketball league on Saturday's; League Director; Start Date 10/2024; Approx hours per month: 35; Approx hours during trading: 00; I will be running the league to make sure games run smoothly and be the point of contact for coaches. 3.) Estate planning document services, 8282 Midland Rd., Freeland, Michigan 48623, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 09/2025, Approx hours per month: 00, Hours during trading: 00. 4.) MHSAA Referee; Investment Related: No; 1669 W. Grand River Ave, East Lansing MI 48823; Referee youth basketball games; Referee; Start Date 02/2026; Approx hours per month: 10; Approx hours during trading: 0; Referee youth basketball games.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Freeland, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor