Managing Partner, Financial Advisor
Mr. Malloch earned a degree in Business Administration with a major in finance and minor in accounting from Western Michigan University. Mr. Malloch has been in the financial services industry for over twenty years. He has worked at the global firms of Smith Barney and United Bank of Switzerland (UBS). In 2003, Mr. Malloch founded Innovative Investment Services (IIS), an independent financial services company. In starting IIS, Mr. Malloch felt people should be able to receive independent, holistic advice on all of their financial concerns, with a process for managing investments and income distributions. To accomplish this, a variety of financial professionals work together to make sure that not one part of a client’s financial situation is neglected for the benefit of another.
Mr. Malloch is a Financial Advisor and a registered representative with Cetera Advisors. Mr. Malloch holds the following securities registrations; Series 7, 24, 65 & 66. He is also licensed by the State Of Michigan for Life Health and Variable Contracts.
Mr. Malloch has an extensive finance and accounting background and is a frequent speaker at educational workshops throughout Michigan. He has taught a variety of classes for many local schools and businesses (Ex. Chrysler, Metro Detroit Hospitals, Keller Williams, Macomb Community College, Lansing Community College and Washtenaw Community College). Through these classes Mr. Malloch has been instrumental in helping thousands of people develop a secure financial plan
Mr. Malloch is married to his wonderful wife Michelle and has one daughter Berlynn. In his free time, he enjoys spending time with his family, camping, college football and hockey.