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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Joshua Alan Oertli

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

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.