Brian D Schellinger

Wealth Management Advisor

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

Brian works almost exclusively with physicians, attorneys and corporate retirement plans. 

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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