Kadri Lindemann

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 07/2018
  Unemployed
  St Petersburg, FL
• 12/2016 → 05/2018
  Moody Afb Non-Appropriated Funds
  Valdosta, GA
• 06/2016 → 12/2016
  Unemployed
  Valdosta, GA
• 07/2018 → 01/2019
  First Command Financial Planning Inc
  Fort Worth, TX
• 02/2019 → Present
  First Command Brokerage Services
  Fort Worth, TX
• 02/2019 → Present
  First Command Advisory Services
  Fort Worth, TX
• 02/2019 → Present
  First Command Insurance Services
  Fort Worth, TX
• 09/2023 → 10/2025
  Pop-Up Picnic Tpa
  Tampa, FL

Other Businesses

(1) Name of the other business: KL Financial Planning Whether the business is investment-related: Yes Address of the other business: Tucson, AZ Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Dec 13, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is the business entity (S-corp) that I use for First Command business. (2) Name of the other business: KLRD Cactus & Coast, LLC Whether the business is investment-related: No Address of the other business: Tucson, AZ Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Mar 16, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Created an LLC with my domestic partner so we have liability coverage once we start renting out home occasionally.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant