Meet Nolan
About Nolan
Nolan joined Carson Wealth in 2021 as a Wealth Advisor. He is passionate about enhancing the financial literacy of those he works with and enjoys partnering with others to simplify complex financial decisions. Whether that is helping someone create a savings plan for retirement or create an efficient withdrawal strategy, Nolan makes it his goal is to ensure clients understand the advice they are receiving.
Prior to joining Carson, Nolan was a summer intern with an independent wealth management practice near his hometown of Carmel, Indiana. Upon graduation from Purdue University, with a major in Financial Counseling and Planning, Nolan began his professional career with Charles Schwab & Co., Inc. in Indianapolis, Indiana, before transitioning to New York City. After developing a love for the state of Colorado, he accepted an opportunity to advance his career with an organization that would allow him to provide others with a comprehensive approach to wealth management.
Nolan holds his Series 7 and 66 registrations. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ professional.
Nolan lives in downtown Denver and enjoys getting out of the city with friends for weekend hikes, going on camping trips, spending time with his dog, travelling to new places, and picking up new hobbies.
Nolan Schultz is a non-producing registered representative of Cetera Advisor Networks LLC.
Qualifications
- 6 years financial industry experience
- 2 years with Carson Wealth
- BS Financial Counseling & Planning from Purdue University
- CFP®