Kadri Lindemann
Investment adviser representative at First Command Advisory Services
9 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$24.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- First Command Advisory ServicesFeb 2019 to now
- First Command Brokerage ServicesFeb 2019 to now
- First Command Insurance ServicesFeb 2019 to now
- Pop-up Picnic TpaSep 2023 to Oct 2025
- First Command Financial Planning IncJul 2018 to Jan 2019
- UnemployedMay 2018 to Jul 2018
- Moody Afb Non-appropriated FundsDec 2016 to May 2018
- UnemployedJun 2016 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6994672
- Firm CRD
- 281958