Financial Security Doesn't Happen By Chance

When we live in a time where nothing is absolute and life can change in the blink of an eye, how do you begin to plan for – much less consider – the unexpected? Josh Oertli understands that life happens. He also understands the effect that the unexpected can have on your finances when left to chance.

As a Northwestern Mutual Wealth Management Advisor, Josh works directly with you to make sure that no matter what occurs in life, your financial security is not left to chance. Josh and his team will help you stay on track to reach your goals throughout every moment in life.

Our Mission

Our mission is to bring you financial clarity through comprehensive, individualized financial plans built around your goals and dreams. To achieve this, we take the time to ask thoughtful questions in order to better understand your unique situation. Our team then constructs your comprehensive financial plan to help you make educated decisions throughout each stage of your life, creating a lifetime of financial security for you.

 

 

 


Northwestern Mutual - Minneapolis top workplace 2017

 

Northwestern Mutual – Minneapolis Named a 2017 Top 150 Workplace by Star Tribune

JUNE 2017 – For the second year in a row, Northwestern Mutual – Minneapolis has been named one of the Top 150 Workplaces in Minnesota by the Star Tribune! Read more about our career opportunities and what makes our team special on our Careers page.

 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Joshua Alan Oertli, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck