Brent A. Lindell

CTFA, CFP®, AIF®, CRPS®

I joined Savant with the intention that I could be a true fiduciary and advocate to my clients, giving them the best advice, planning, and investment portfolio without being burdened by a corporate structure. It is incredibly gratifying to become part of my clients' lives – getting to know them, their families, and how we can help them.

1200 John Q. Hammons Drive Suite 101A Madison, WI 53717
608-831-1300

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®). Brent 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 a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves on the public works committee for the Town of Verona (WI). 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 enjoys reading, hunting, skiing, golf, college football, and travel.


Education &
Designations

  • University of Iowa
    Bachelor of Arts in Economics
  • Cannon Financial Institute Trust School
  • Certified Trust and Financial Advisor (CTFA)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)

Affiliations &
Community Service

  • National Association of Personal Financial Advisors (NAPFA) – member
  • Greater Madison Chamber of Commerce – member
  • Middleton Chamber of Commerce – member
  • Town of Verona Public Works Committee – member

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