Nolan Schultz

Nolan Schultz is a Wealth Advisor who provides comprehensive wealth management services to both existing client relationships and new clients, often through trusted client referrals. He focuses on building long-term relationships grounded in trust, service, and thoughtful financial guidance.

Nolan brings nine years of experience in wealth management, including early internships at a boutique family office in Indianapolis. He began his career at Charles Schwab, working in both Indianapolis and New York City, before joining Carson Wealth in 2021, where he felt closely aligned with a culture centered on deep relationships and high-touch service.

He specializes in financial planning with an emphasis on income tax planning, estate planning, generational wealth transfer, and family dynamics. Nolan holds a bachelor’s degree in Financial Counseling & Planning from Purdue University and is a CERTIFIED FINANCIAL PLANNER® professional.

Nolan enjoys helping clients navigate important financial decisions with clarity and confidence, serving as a steady voice during times of uncertainty and market volatility.

Outside of work, he enjoys travel, visiting family, reading history books, hiking, woodworking, boating and fishing at his family’s lake house in Indiana, and following Purdue sports.

Nolan Schultz is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.