Provider Financial, Inc.

Provider Financial, Inc. (CRD# 168964) is a financial advisory firm headquartered in Indianapolis, IN. They manage $107,000,000 in 523 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $204,589
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Provider Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Malmquist
CRD#: 2730102
3091 East 98th Street, Suite 200, Indianapolis, IN 46280
86
Wealthminder
score

Robert Malmquist (CRD# 2730102) is an Investment Advisor Representative working at Provider Financial, Inc. in Indianapolis, IN and has over 20 years of experience in the finance industry. Robert Malmquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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