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Ian Malhoit, Financial Advisor serving the Toledo, OH area - Ameriprise Advisors

Ian Malhoit

Financial Advisor

Malhoit & Associates
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • Series 7 License - General Securities Representative
  • Series 66 - Uniform State Law Exam
  • Life, Health, Variable Annuities License

Education

  • BSBA, Bowling Green State University, 2006

Community participation

Susan G. Komen Race for the Cure (Toledo) annual participant

Ameriprise National Day of Service volunteer: Toledo Seagate Food Bank

Ameriprise National Day of Service volunteer: Toledo Northwestern Ohio Food Bank

Rotary Club of Toledo member, Environmental Services committee

Toledo Museum of Art member

Interests

I live in downtown Toledo with my wife, Alanna, and son, Sully. I like most types of music, listening to and reading news, cycling, hiking, golf, and visiting Toledo's incredible Metroparks.

I am a member of the Toledo Regional Chamber of Commerce, Rotary Club of Toledo, the Toledo Museum of Art, the Toledo Club, and Toledo Estate Planning Council. I take part in various professional development events in and outside of Ameriprise.