Brian Schultz, CFP®, CLU®, ChFC®

Wildcard
DISC Type : sci

Founder at Schultz Financial Group

Minneapolis, Minnesota, United States

Overview

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.

Personality Overview

Curious But Skeptical

Friendly But Slow

Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care 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.
Faith and Family
His professional philosophy is explicitly rooted in the values of faith and family, which guide his approach to client relationships.

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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Work History

3-2025
Founder at Schultz Financial Group
6-2009
Wealth Management Advisor at Northwestern Mutual

Education

BA from Waldorf University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Minneapolis, Minnesota, United States Job Level : Leadership Designation : Founder at Schultz Financial Group
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Brian

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Brian take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brian

Personality Compatibility


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