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Brian Schultz- Northwestern Mutual

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Mendota Heights, MN
Brian Schultz- Northwestern Mutual

Founder of Schultz Financial Group | Providing Clarity for an Intentional Future [email protected]
651-905-6459

As the founder of Schultz Financial Group, I’m proud to bring a comprehensive, personalized approach to financial planning while maintaining a strong partnership with Northwestern Mutual. With over 15 years of experience in the finance industry, I’m dedicated to helping individuals, families, and businesses find clarity around their financial goals and creating a plan for them to live their future

with intention. When it comes to my clients, my team and I are committed to providing excellent service and communication every step of the way. As a wealth management advisor, I place a strong emphasis on trust, service, faith, family and excellence and it shapes the way I work with each of my clients. I value the trust my clients place in me and take pride in being a dependable partner in their financial journey. If you are interested in my team and I helping you find clarity so you can live an intentional future, please reach out.

09/03/2026

We’re excited to share that our team has moved into a new office space overlooking the Mississippi River Valley! We look forward to welcoming clients to our new home at:

3311 East Old Shakopee Road, Suite 400
Bloomington, MN 55425

08/25/2026

Simplifying your financial life doesn't have to be complicated.

Start small: consolidate a few accounts, organize statements, review beneficiaries. Small steps create real momentum and that’s worth celebrating.

And you don't have to do it alone.

Our team is built to take the lead on this and help provide clarity and simplicity to your financial life, so you can move forward with confidence.

08/18/2026

Markets move. Your goals shouldn't have to.

A strong financial plan is built with ups and downs in mind, so you can stay focused no matter the headlines.

08/11/2026

One thing I hear from my clients is this:
“The most valuable part of our planning wasn’t rate of return—it was figuring out how to turn it into real, usable income.”

Many retirees come in with multiple buckets—401(k)s, IRAs, brokerage accounts, pensions, Social Security—and one big question:
“How do I actually pay myself from all of this?”

That’s where our planning really shines. Together, we walk through:
• Tax-smart withdrawal strategies
• Balancing fixed vs. variable income
• Aligning investment income with a plan of when you intend to spend those dollars
• Attempting to eliminate or reduce the need to sell investments during a down market
• Making sure every dollar has a purpose

Turning wealth into income with intention—that clarity brings peace of mind.

If you’re approaching retirement and unsure how to turn your savings into a steady, purposeful paycheck, I’d be happy to help.

08/04/2026

Reasons people think you work with an advisor:
1. To get the highest rate of return

Reasons to work with an advisor:
1. Advisors provide protection over emotional reactions
2. Advisors inspire you to take action on your goals
3. Advisors keep you up to date on new laws and changes
4. Advisors can point out your blind spots
5. Advisors provide guidance on how to put all the financial puzzle pieces together
6. Advisors act as a sounding board

Protection over emotional reactions is often forgotten, but it is a huge asset I offer my long term clients.

Your feelings cloud your judgement. Stress, threats, anger, disappointment, vulnerability and fear can create tunnel vision, and cause you to not see the whole picture, and make rash decisions.

Even positive feelings like excitement and feeling successful can have the same effect.

During these emotional times, an advisor can ground you in your own goals, values, and vision.

Advisors provide clarity for an intentional future.

What feelings are getting in your way?

07/28/2026

You could have an AI advisor.

But AI is built to be complementary.

Who is holding your feet to the fire when action needs to be taken?
Who is telling you what you need to hear, not just what you want to hear?
Who is recalling your goals, values, and vision when emotions are high and you want to pivot from your plan?

This is the value of a real-life trusted advisor walking alongside you.

A trusted advisor who leverages the power of AI, now that's a powerful combination.

07/22/2026

Had a wonderful time with our team at this year's Northwestern Mutual Annual Meeting! It was a great mix of learning, growth, and fun.

Beyond the great sessions, it was wonderful to reconnect with old friends, spend quality time with our team, learn from others across the organization, and enjoy a fantastic Benson Boone concert to close out the experience.

One of the highlights was hearing Ryan Leak speak on "7 Small Decisions That Make a Huge Difference." The decision that stuck with me most was what he called "the give them a reason to stay decision." He challenged us with a simple but powerful question:

"What is the thing you don't have to do, but if you did, would make a huge difference?"

That question was a powerful reminder that the little things we choose to do can have the greatest impact.

Grateful for the opportunity to learn, reflect, and bring these insights back to serve our clients and community.

07/14/2026

I’m honored to once again be recognized as a Forbes Best-in-State Top Financial Security Professional.

This recognition reflects far more than individual achievement. It’s a testament to our exceptional team that is committed to serving our clients with integrity, care, and excellence every day.

To our clients: thank you for your trust and the opportunity to help you build an intentional future.

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

07/07/2026

Our team just wrapped up reading Crucial Conversations together.

A few ideas that are sticking with us:
💡Focus on shared goals and seeking to understanding when navigating difficult conversations
💡Make sure you know what level of conversation you need to have (i.e. about an incident, about a pattern, or about deeper trust)
💡Approach conversations with curiosity rather than assumptions.

We appreciated the opportunity to read this book together and discuss how these principles can strengthen our communication as a team.

Absolutely recommend reading this book!
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07/04/2026

This Independence Day, I'm especially grateful for the freedoms that have shaped our nation for 250 years.

As we celebrate the freedoms we enjoy, we honor the courage and sacrifice of the generations of men and women who helped to preserve them.

Wishing you and your family a safe and meaningful Independence Day!

Address

1191 Northland Drive, Suite 150
Mendota Heights, MN
55120

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://brianjschultz.nm.com/

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