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Brent Flota

CFP®

Portfolio Analyst

Brent Flota

CFP®

Portfolio Analyst

Biography

Brent joined Plancorp in 2018 after two years at a Chicagoland financial planning firm. A member of Plancorp’s portfolio management and BrightPlan’s client success teams, he utilizes his previous financial planning experience for both companies.

Initially drawn to the wealth management industry by an interest in investments, Brent has grown to love helping clients accomplish their goals—financial or otherwise—through comprehensive financial planning. He enjoys working for a firm that is committed to putting the interests of its clients first.

Originally from Mt. Vernon, Illinois, Brent enjoys reading, going to the movies, playing a variety of sports and cheering on the Fighting Illini. He and his wife, Sadie, are active members of their church and enjoy spending time with family and friends as often as possible.

Education

University of Illinois at Urbana-Champaign, B.S. Finance

Insights

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Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

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