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.

 

 

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

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

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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.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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