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.

NAPFA Start Date

March 30, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

320 N 3rd St Ste 501 Burlington, IA 52601-5334 Phone: (888) 758-6792