Whether connecting every year, each quarter or every month, our clients enjoy and expect that Rob Malmquist is there to advise them every step of the way.
Robert Malmquist is a CERTIFIED FINANCIAL PLANNER™ Professional and LPL Registered Principal who specializes in assisting people through the pre-retirement and retirement planning process by strategically incorporating life planning into finances. He enjoys being part of clients’ lives and seeing them achieve their life goals.
Robert is a graduate of Taylor University where he received a Bachelor of Arts in Business with a concentration in Finance. Rob has been in the financial planning business since 1996 and with LPL Financial since 1997.
Rob and his wife, Jenny, have two daughters and live in the Fishers community. Together, Rob and Jenny are active in their church serving in many capacities and most recently with young marrieds. In his free time, Rob enjoys running, biking, waterskiing and being outdoors.