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PROVIDER FINANCIAL, INC.

INDIANAPOLIS, IN · CRD 168964 · IAPD ↗ · provider-financial.com · (317)706-0890

$304.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — PROVIDER FINANCIAL, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
January 2025 — PROVIDER FINANCIAL, INC. notice-filed in IL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.