Robert Lindstrom
CFP®Professional Summary
Robert Lindstrom, CFP® is a registered financial advisor currently at PROVISION FINANCIAL PLANNING located in Towson, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Business Services
- Risk Management & Insurance
Specializations
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,...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
PROVISION FINANCIAL PLANNING | PROVISION FINANCIAL PLANNING LLC
Contact Information
Main Address
Towson, MDPhone Number
(410) 870-7054# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
169AUM (Assets Under Management)
$28,279,336Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/3/2020)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Lindstrom's CRS (Customer Relationship Summary).
Services Offered by Robert
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Business Services
- Risk Management & Insurance
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