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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Alan Lindell is a financial advisor at Savant Wealth Management in Madison, Wisconsin. Brent has been a financial advisor for over 20 years and holds the Series 6, 7, 31, 63, and 65 licenses. Brent is a Certified Financial Planner and specializes in providing financial planning services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/09/2007 - Present
Savant Wealth Management (MADISON WI)
WI
06/01/2006 - 03/02/2007
U.S. BANCORP INVESTMENTS, INC. (MADISON WI)
IA
05/01/1998 - 10/12/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
09/18/1995 - 04/28/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
06/30/1994 - 06/06/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/19/1992 - 07/18/1994
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 09/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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