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


Omni Wealth Management

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 top Advisors across the company. Since then he has qualified 6 times. In 2017, 2018, 2019, 2020 and 2021 Nick qualified for Northwestern Mutual’s Forum as a top producing Advisor in the country, and has been recognized as a 5 Star Pathfinder in 2020 and 2021.

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 also holds the Chartered Financial Consultant designation and the Certified on Long Term Care designation.

Nick’s practice works with professionals and executives at large companies, 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.

 

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