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 holds 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.
John is very active supporting the University of Southern Indiana. He shares his time and talent to the USI Varsity Club, and is an avid fan of USI basketball. John also devotes his 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 1Forbes/SHOOK Research “Best in State Wealth Advisor” for Indiana ranking #14 in 2023, #11 in 2022, and #9 in 2021 and he has also been recognized as a 2Barron’s Top 1200 Ranked Advisor for Indiana ranking #14 in 2023, #10 in 2022, #14 in 2021, and a 3Financial 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 and was recognized in March 2022 and 2023 as a Top 10 Financial Advisor nationally out of approximately 1,300 advisors nationwide. 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.
1 John was recognized as a Forbes/SHOOK "Best in State Wealth Advisor". Publications as of April 4,2023; April 7, 2022; and February 11, 2021. Data as of June 30 of the previous year.
2 John was recognized as a Barron's Top 1200 Advisor. Publications as of March 10, 2023; March 11, 2022; and March 12, 2021. Data as of September 30th of the previous year.
3 John was recognized as a Financial Times Top 400 Advisor. Publication as of March 22, 2018, data as of June 30, 2017.