Robert Lindstrom

PROVISION FINANCIAL PLANNING

Baltimore, MD

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CRD#: 6539093

Professional summary

Robert Lindstrom, CFP® is a registered financial advisor currently at PROVISION FINANCIAL PLANNING located in Baltimore, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Biography

Your Retirement Roadmap.

This two-meeting process is designed to help you improve your chances for a successful retirement and experience what it's like to work with us. This will help you confidently decide if we're the right retirement thinking partner for you.

1. Schedule an Intro - During this 30 minute intro call, we'll find out if our expertise is a match for your retirement needs.

2. Complimentary Assessment - If we're a potential fit, we'll make you a Retirement Roadmap that will show you how you can hit your long-term goals and what it's like to work with us.

3. Implement - If you become a client, we'll begin implementing your plan together and get to work reviewing your tax, insurance and estate plans.

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Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Tax Planning

Estate Planning

Investment Planning

Retirement Planning

Employee and Employer Plan Ben...

Insurance Planning

Do you have an area of expertise or specialization?

Baby Boomers

Financial Psychology/Coaching

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lindstrom's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 21, 2019 - Present

PROVISION FINANCIAL PLANNING

RIA

CRD#: 304497

Baltimore, MD

Past

May 16, 2018 - July 23, 2019

FINANCIAL CONSULATE

RIA

CRD#: 106898

HUNT VALLEY, MD

Past

September 21, 2015 - August 30, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HUNT VALLEY, MD

Past

August 28, 2015 - August 30, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

HUNT VALLEY, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(2/3/2020)

IAR

Maryland
(8/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/29/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2015

General Securities Representative Examination

Current Firm

PROVISION FINANCIAL PLANNING

PROVISION FINANCIAL PLANNING | PROVISION FINANCIAL PLANNING LLC

CRD#: 304497 / SEC#:

Alabama

Registered Investment Advisory firm - (2/3/2020 Approved)

Maryland

Registered Investment Advisory firm - (8/21/2019 Approved)

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Contact information

Main Address

Towson, MD

Mailing Address

Phone number

(410) 870-7054

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 21,391,400

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Robert Lindstrom

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lindstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROVISION FINANCIAL PLANNING

FINANCIAL CONSULATE

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/29/2015

SIE

Date: 8/30/2016

Series 7

Date: 8/28/2015

Current Firm

PROVISION FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVISION FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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