Provider Financial, Inc.

Provider Financial, Inc. (CRD# 168964) is a financial advisory firm headquartered in Indianapolis, IN. They manage $240,000,000 in 776 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

3091 East 98th Street, Suite 200, Indianapolis, IN 46280

http://www.provider-financial.com

By the Numbers

Total Assets Under Management

240

MILLION
Total Number of Accounts

776

ACCOUNTS
Average Account Value

$309,278

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Provider Financial, Inc.

Showing 1 - 2 of 2 top financial advisors.

Robert L. Malmquist

CRD#: 2730102

3091 East 98th Street, Suite 200, Indianapolis, IN 46280

Robert Malmquist (CRD# 2730102) is an Investment Advisor Representative working at Provider Financial, Inc. in Indianapolis, IN and has over 27 years of experience in the finance industry.

Jenny M. Malmquist

CRD#: 6232386

3091 East 98th Street, Suite 200, Indianapolis, IN 46280

Jenny Malmquist (CRD# 6232386) is an Investment Advisor Representative working at Provider Financial, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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