Professional

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 advisors across the company. Since then he has qualified 4 times. In the 2017 and 2018, 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.

Nicholas James Shultz, CFP®, RICP®

Wealth Management Advisor

 

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