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Brent A. Lindell

Brent A. Lindell

CTFA, CFP®, AIF®, CRPS®
Financial Advisor / Market Manager

Brent is a financial advisor in Savant’s Madison, WI office, is a member of the Advisory Team, and has a membership interest in Savant. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Brent routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. He advises clients on numerous financial strategies to help them accumulate, maintain, and preserve their wealth.

Brent has been involved in the financial services industry since 1992, has been an advisor since 1994, and served as a trust officer for 10 years. Prior to joining Savant, he was vice president and wealth management consultant for a large bank where he was responsible for financial planning and new business development in the $2.5 billion trust department, specializing in high net worth individuals. He is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process.

Brent earned a bachelor of arts degree in economics from the University of Iowa. He is a Certified Trust and Financial Advisor (CTFA), a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans SpecialistSM (CRPS®). He also received extensive training at the Cannon Financial Institute’s Trust School at the University of Notre Dame and is a member of the National Association of Personal Financial Advisors (NAPFA).

Brent is the past chair of the American Heart Association’s McLain Research Grant Luncheon in Madison. He is a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves as board president of Independent Living, Inc. (a Madison-based non-profit organization). Brent is routinely interviewed by local television stations for his financial expertise and has been quoted by Yahoo! Finance, Financial Advisor magazine, and Fox Business, among others. He has authored numerous newspaper and magazine articles.

Brent and his wife Kristine have three sons (Logan, Keegan, and Carson). He is very involved with their extracurricular activities as a coach, chauffeur, and supporter. He enjoys reading, hunting, skiing, golf, college football, and travel.

Brent joined Team Savant in March 2007.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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