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Adam A

Series 63, Series 65

Burlington, IA

Focus Partners Wealth, LLC

Adam Arthurs is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at The Colony Group, Buckingham Strategic Wealth, and several other firms, with a background that includes roles at PepsiCo and the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kent S

CFP®, Series 63, Series 65

Burlington, IA

Focus Partners Wealth, LLC

Kent Schmidgall is a CFP® with 14 years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Asset Management, LLC, and Northwestern Mutual Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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