Brian Kurtz, CFP®, CLTC
Examiner · DISC type csBrian 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.
Read the full overview →How Brian shows up
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.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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