Brent Alan Lindell
Portefeuillebeheerder-Aandelen bij Savant Capital LLC (Illinois)
Profiel
Mr. Brent A.
Lindell is a Financial Advisor & Market Manager at Savant Capital LLC (Illinois).
He 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, Mr. Lindell was vice president and wealth management consultant for a large bank.
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.
He earned a Bachelor of Arts degree in Economics from the University of Iowa.
He is a Certified Trust and Financial Advisor, a Certified Financial Planner professional, Accredited Investment Fiduciary and a Chartered Retirement Plans Specialist.
Actieve functies van Brent Alan Lindell
| Bedrijven | Functie | Begin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Portefeuillebeheerder-Aandelen | 01-03-2007 |
Eerdere bekende functies van Brent Alan Lindell
| Bedrijven | Functie | Einde |
|---|---|---|
| US Bank Trust, NA (Atlanta, Georgia) | Corporate Officer/Principal | 28-02-2007 |
Independent Living, Inc.
 Independent Living, Inc. Services to the Health IndustryHealth Services Independent Living, Inc. is a non-profit organization. It offers caregiver services, financial management, medication management, home safety modification, and personal care services. The company was founded in 1973 and is headquartered in Madison, WI. | President | - |
Opleiding van Brent Alan Lindell
| University of Iowa | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |
| US Bank Trust, NA (Atlanta, Georgia) | Finance |
Independent Living, Inc.
Independent Living, Inc. Services to the Health IndustryHealth Services Independent Living, Inc. is a non-profit organization. It offers caregiver services, financial management, medication management, home safety modification, and personal care services. The company was founded in 1973 and is headquartered in Madison, WI. | Health Services |