Kadri Lindemann
Kadri Lindemann is a CFP, ChFC-designated registered investment advisor at First Command Advisory Services, based in Tucson, AZ, with 7 years of industry experience. Kadri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
5920 E Pima Street, Suite 170, Tucson, AZ, 85712
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kadri owns several businesses: Pop-Up Picnic TPA (picnic equipment rentals), KL Financial Planning (Kadri's First Command business entity), KLRD Cactus & Coast, LLC (home rental liability coverage), and KL Pop-Up Parties & Picnics, LLC (picnic and party equipment rental). Kadri spends minimal time on the picnic businesses and home rental LLC, but about a quarter of their time on KL Financial Planning.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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