Nick Shultz, CFP®, RICP®, ChFC®, CLTC®
Wealth Management Advisor

Omni Wealth Management


Nick Shultz began his practice with Northwestern Mutual in 2009. In 2013, Nick qualified for the Lives Leaders Summit conference for the first time, which represents the top Advisors across the company. Since then he has qualified 5 times. In 2017, 2018 and 2019, Nick qualified for Northwestern Mutual’s Forum as a top producing Advisor in the country.

In 2017, Nick also earned his Certified Financial PlannerTM certification, the standard of excellence in the financial services industry. In 2018, he earned the Retirement Income Certified Professional designation.

Nick’s practice works with professionals and executives at large companies like GE, medical professionals and business owners from around the country, helping with their employee benefits and personal financial planning with risk, wealth, and tax management strategies.

Nick is also on the planning specialist team. In this role, Nick works closely with Advisors across the agency and across the country assisting in implementing this important part of planning into their clients' strategies. Nick also works with the corporate office on any new product or industry updates for the aspect of insurance planning.

Awards and Recognition


National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck