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, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor

3600 Minnesota Dr
Suite 600
Edina, MN 55435-7915
  • Office 952-806-9604

Contact Me
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Advanced Planning
Library

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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