Brian D Schellinger

Wealth Management Advisor

Since joining Northwestern Mutual in 1995, I have been helping physicians by identifing both short and longer-term goals for their families and businesses.

As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan.  My comprehensive process helps people identify their financial objectives, prioritize these objectives, and establish a systematic means to help ensure that they are achieved. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Of course, my role with clients goes beyond just providing expert guidance in the creation of your financial plan. Rather than focusing on the "tactical" solutions, I work with you on your Mission, Vision, Values and Goals - leading to ‘Clarity’.  This unique, values based, discovery process can help develop clarity around goals. I also help my clients with the implementation of their plans through a combination of innovative brokerage or advisory product solutions.

In the end, I am paid to work with you to make sure your financial needs are met with care, with expertise and with an understanding of your unique circumstances and individual goals. Together, we can agree on the appropriate fee structure based upon those needs and the specific services required.

 

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Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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