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

Wealth Management Advisor

Financial Security Doesn't Happen By Chance

We live in a time where nothing is absolute; 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 the unexpected can have on your finances when left to chance.

Josh works with you to make sure that no matter what occurs in life, your financial security is not left up to chance.  Josh and his team help keep you on track to reach your goals throughout all moments in life.

Our Mission

To bring financial clarity to our clients through a comprehensive, individualized financial plan built around their goals and dreams.

Our Approach

To achieve this, we start by taking the time to ask thoughtful questions to understand your unique situation.  Our team then constructs your comprehensive financial plans to help you make educated decisions through each stage of your life, creating a lifetime of financial security. 

 

 

 

 

Star Tribune Names Northwestern Mutual - Minneapolis a 2017 Top 150 Workplace

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

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

View Video

 

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