Kent Schmidgall (CFP)

Kent Schmidgall focuses in the
following client markets or areas of practice:

Financial Psychology/Coaching

High Net Worth Client Needs

Insurance Related Issues

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Planning Specialties

Comprehensive financial planning
Tax-efficient investment management
Retirement planning and analysis
Social Security planning
Insurance and risk management
Long-term care planning
Estate and legacy planning
Charitable giving strategies
Collaborating with a team of specialists to solve complex problems
Behavioral coaching

Additional Information

Kent grew up in a family business environment, where he graduated from pulling weeds in the landscaping (and riding the factory cranes) as a child, to eventually becoming the Controller. After the family business sold in 2007, Kent decided to pursue other opportunities and served as a financial advisor with Northwestern Mutual for five years.

In 2013, he joined Buckingham Strategic Wealth as a wealth advisor, where he finds great pleasure in being able to deliver advice that’s in the best interests of his clients. He also enjoys being surrounded by others that share his passion for evidence-based investment planning.

Kent received degrees from Iowa State University in Finance and Management Information Systems. In addition, Kent has obtained his CERTIFIED FINANCIAL PLANNER™ designation. He resides in southeast Iowa with his wife, Megan, and three children. His perfect day includes a steaming cup of coffee, a warm fire, and a Dickens novel.