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Jayden L Shultz

Flourish Wealth Management Inc.

Edina, MN

CRD 7495949

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Employer firm

Flourish Wealth Management Inc. CRD 170591

$455M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • PROJECT-BASED FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Flourish Wealth Management Inc.

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-16
  • MN RA
    APPROVED
    Since 2026-01-16

Branch Locations

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flourish Wealth Management Inc. Edina MN 06/2024 Present
Northwestern Mutual Lake Elmo MN 06/2022 06/2024
Hill Murray Maplewood MN 08/2016 06/2020
University Of St. Thomas St. Paul MN 06/2020 06/2022
  • 06/2024 → Present
    Flourish Wealth Management Inc.
    Edina, MN
  • 06/2022 → 06/2024
    Northwestern Mutual
    Lake Elmo, MN
  • 08/2016 → 06/2020
    Hill Murray
    Maplewood, MN
  • 06/2020 → 06/2022
    University Of St. Thomas
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16

View on SEC IAPD

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