Burlington, IA Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

2

Of 1,035 advisors across 255 offices

Location

320 N Third Street, Ste 501

Burlington IA 52601

Advisors at this office

2

Advisors at this office

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Adam A

Series 65, Series 63

Burlington, IA

Focus Partners Wealth, LLC

Adam Arthurs is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and T3 Trading Group, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies, supported by an extensive network of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Kent S

CFP®, Series 63, Series 65

Burlington, IA

Focus Partners Wealth, LLC

Kent Schmidgall is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at The Colony Group, LLC, Bam Management, LLC, and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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