Brian Schultz, CFP®, CLU®, ChFC® in

Brian Schultz, CFP®, CLU®, ChFC®

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Founder at Schultz Financial Group
📍 Minneapolis, Minnesota, United States

Brian Schultz is the founder of Schultz Financial Group, a wealth management practice affiliated with Northwestern Mutual. With over 15 years of experience, he provides personalized financial planning for individuals and businesses. He holds a Bachelor of Arts from Waldorf University and is dedicated to fostering lasting client relationships built on trust and service.

Outside of his professional life, Brian is deeply rooted in faith and family. He successfully balances his career with traveling the world with his family. A podcast appearance revealed he is a fan of the TV show "The Office, " highlighting a relatable and fun personal interest.

Brian was recognized by Forbes as one of the Best-In-State Financial Security Professionals in Minnesota for 2025.

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Experience
16 Years
Current Role
Founder
Job Level
Leadership
Location
Minneapolis, Minnesota, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Holistic Financial Planning
He focuses on creating comprehensive, personalized plans to help clients achieve clarity and live their futures with intention.
Tax-Efficient Strategies
He actively shares insights on topics like the SALT deduction and strategic charitable giving to provide value to clients.
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Career

Work history

3-2025
Founder
Schultz Financial Group
6-2009
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Wealth Management & Financial Planning – Brian Schultz (Founder, Schultz Financial Group). Featured in Spotify
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Brian Schultz - Northwestern Mutual. Featured in Forbes
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Education
BA
Waldorf University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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