Brian Kurtz, CFP®, CLTC

Examiner
DISC Type : cs

Partner at 419 Financial Planning Group

Toledo, Ohio, United States

Overview

Brian Kurtz is a Partner and Wealth Management Advisor at 419 Financial Planning Group with Northwestern Mutual. A Miami University graduate with a degree in Finance, he holds CFP® and CLTC® certifications and was named to the Forbes 2025 list of Top Financial Security Professionals in Ohio.

Outside of work, Brian is a family man living in Sylvania, Ohio, with his wife and three children. He is passionate about downtown Toledos revitalization and stays active with hobbies including skiing, softball, squash, and table tennis. People describe him as professional, personable, and knowledgeable.

His firm is actively engaged in the community, sponsoring teams for charity golf tournaments at the Toledo Zoo and organizing local food drives.

Personality Overview

Tough To Convince

Process Oriented

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Wealth & Security Planning
As a Forbes Top Financial Security Professional (Ohio, 2025) and CFP®, he focuses on building enduring client relationships through expert guidance for a lifetime of financial security.
Toledo Revitalization
He is passionate about his community's growth, having moved his firm's office to downtown Toledo to be involved in the city's new wave of vitality.
Community Engagement
His firm actively supports local causes, sponsoring teams for the Toledo Zoo's charity golf classic and partnering with organizations like Food for Thought for food drives.

Media Appearances

Brian has no verified media appearances

Work History

1-2025
Partner at 419 Financial Planning Group
5-2005
Wealth Management Advisor at Northwestern Mutual
9-2012 - 5-2024
Managing Director at Northwestern Mutual

Education

2001 - 2005
Bachelor of Science from Miami University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Toledo, Ohio, United States Job Level : N/A Designation : Partner at 419 Financial Planning Group
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brian

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Brian take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Brian

Personality Compatibility


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