Provider Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Provider Financial, Inc. serves individual and high‑net‑worth clients, providing discretionary portfolio management and hourly financial planning. Portfolio management is delivered through a wrap‑fee program and the firm charges advisory fees based on a percentage of assets under management, a common arrangement among peers.
The firm’s investment process combines fundamental and technical analysis with tactical asset allocation, using mutual funds, ETFs, equities and cash instruments and tailoring portfolios to client goals and restrictions. Portfolio management is offered only through the firm’s wrap program and clients’ accounts are custodied and traded via the designated broker‑dealer platform that sponsors that program.
What distinguishes the firm is that its principal also operates as a registered representative of the sponsoring broker‑dealer and as a licensed insurance agent, enabling the firm to effect securities and insurance transactions that generate separate compensation. The firm discloses these relationships and the broker‑dealer’s program benefits, and says it applies fiduciary policies and periodic reviews to address the resulting conflicts of interest.
Client services
Expertise
Fee options
$100,000 - $250,000: 2.05% annually $250,001 - $500,000: 1.75% annually $500,001 - $750,000: 1.60% annually $750,001 - $1,250,000: 1.40% annually $1,250,001 - $1,750,000: 1.30% annually $1,750,001 - $3,000,000: 1.15% annually $3,000,001 - $5,000,000: 1.00% annually Over $5,000,000+: Negotiable
Owner is a registered representative and receives commissions from securities transactions
Financial planning hourly fee $350/hour, negotiable
Fee-only: Financial planning hourly fee $350/hour, negotiable
Main office
3091 East 98th Street, Suite 200
Indianapolis IN 46280
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jenny M
Series 65
Indianapolis, IN
Provider Financial, Inc.
Jenny Malmquist is a financial advisor at Provider Financial, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. She has been with Provider Financial, Inc. since 2013. Provider Financial, Inc. serves individual and high-net-worth clients with discretionary portfolio management and hourly financial planning. The firm uses a combination of fundamental and technical analysis alongside tactical asset allocation, offering portfolio management through a wrap-fee program tailored to client goals and restrictions.
Robert M
CFP®, Series 63
Indianapolis, IN
Provider Financial, Inc.
Robert Malmquist is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Provider Financial, Inc. in Indianapolis, Indiana. He has worked at LPL Financial since 1997 and has been with Provider Financial since 2013. Provider Financial, Inc. serves individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm utilizes a combination of fundamental and technical analysis with tactical asset allocation, offering portfolio management exclusively via a wrap-fee program tailored to client goals and restrictions.
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