CTFA, CFP®, AIF®, CRPS®
Financial Advisor / Member Owner
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.
Brent Lindell, a financial advisor in our Madison office, helps individuals and businesses navigate complex financial planning with confidence. He focuses on asset management, personal trusts, corporate retirement plans, and the wealth management process.
Brent holds multiple professional designations, including Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans SpecialistSM (CRPS®). His knowledge spans wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
With more than 30 years in financial services, Brent became an advisor in 1994. Before joining Savant, he served as vice president and wealth management consultant for a large bank, where he specialized in high-net-worth clients and oversaw financial planning and new business development for a trust department.
Brent is active in his community as a member of the National Association of Personal Financial Advisors (NAPFA), Greater Madison Chamber of Commerce, and Middleton Chamber of Commerce. He also serves on the Town of Verona Public Works Committee. Frequently featured by local media and quoted by outlets such as Yahoo! Finance, Financial Advisor magazine, and Fox Business, Brent has authored numerous articles on financial topics.
He earned a bachelor’s degree in economics from the University of Iowa and completed advanced training at Cannon Financial Institute’s Trust School at the University of Notre Dame.
Away from work, Brent enjoys reading, hunting, skiing, golf, college football, and traveling with his wife, Kristine, and their three sons, Logan, Keegan, and Carson.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.