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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent William Schmidgall is a financial advisor with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Kent specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Kent is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Kent is based in Burlington, Iowa and has over 14 years of experience in the financial services industry.
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.
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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IA
04/24/2014 - Present
Buckingham Strategic Wealth, LLC (BURLINGTON IA)
IA
06/24/2009 - 10/30/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BURLINGTON IA)
IA
Issued 10/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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