360 Wealth Partners
Brian D Schellinger
Wealth Management Advisor
Professional
Brian Schellinger has developed a regional multi-disciplinary financial services practice specializing in helping physicians find financial security. The NAIFA Quality Award is in recognition of Brian’s commitment to professional education, exceptional client service, industry volunteerism and adherence to the NAIFA Code of Ethics. This award represents 12 years of excellence.
Memberships
Brian has been a member of the prestigious Million Dollar Round Table (MDRT):
- Qualifying Member 2003-2011
- Qualifying/Life Member 2012-2013
- Life Member 2014-2022
This Premier Association of Financial Professionals is an organization that recognizes the top 1% of the Financial Advisors in the world.
Brian is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and has earned the NAIFA Quality Award – Life & Annuities.
Awards and Recognition
- Million Dollar Round Table Life Member 2014-2022
- Million Dollar Round Table Qualifying Member 2003-2011
- Million Dollar Round Table Qualifying/Life Member 2012-2013
- NAIFA Quality Award - Life & Annuities 2011-2016
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2000-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 1999-2002
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
My Areas of Expertise
With over 25 years of experience, I really pride myself around my clients goals and their family's financial security. With my expertise, I will help my clients define their goals and help them have the ability to spend their Time as they wish without regard to revenue.
Wealth Management
Financial Planning
Advisory Services
Investment Planning & Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Education Planning & Funding
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
