Broker Check
John Schutz, CWA®

John Schutz, CWA®

 

Managing Director, Financial Advisor

Since 1986, John Schutz has helped prepare his clients for all of life’s challenges, including education funding, retirement planning, passing wealth on to the next generation, and business succession.  He deeply believes in education, and since 1992 has educated hundreds of participants on life stage planning through his Outreach and Engagement classes at the University of Southern Indiana.  He capitalizes on relationships with local professionals and Baird-based experts to achieve the best possible outcome for each, individual situation, no matter how complex.

John currently holds the Series 7, Series 65, and Series 63 securities licenses.  He also hold Life, Health, Disability, and Long Term Care Insurance licenses.

He graduated from the University of Southern Indiana in 1982.  Since then, he has furthered his education, graduating from Wharton School of Business Securities Industry Institute in 1999 and becoming a Chartered Wealth Advisor through Michigan State University in 2003.

John is very active supporting the University of Southern Indiana. He shares his time and talent to the USI Varsity Club, and is a avid fan of USI basketball.  John also devotes time and service to the USI Foundation Board of Directors, chairing the Alumni Major Gifts committee.  John is a very active volunteer for the Korn Ferry Tournament held at Victoria National each year, coordinating housing for the players and also announcing at the tee boxes for several days.

He has been recognized as a Forbes/SHOOK Research “Best in State Wealth Advisor” at #9 in Indiana in 2021, Barron’s Top 1200 Ranked Advisor 2021 at #14 in Indiana, and a Financial Times 400 Top Financial Advisor in 2018.  He is also a member of the Baird Chairman’s Club, which recognizes the top 5% of advisors within Baird.  John was also a member of the Hilliard Lyons CEO Club for over 20 years, which recognized the top 5% of consultants within the firm.

 John and his wife Cindy reside in Newburgh with their pets. In their free time, John and Cindy enjoy traveling, playing golf, and spending time with friends, family, and especially their granddaughter.