Josh grew up in a small southwestern Minnesota town with his three other brothers, where he learned the values of hard work, family, and financial accountability at an early age.

Knowing he wanted to pursue a career in finance, Josh enrolled in the GR Herberger College of Business' finance program at St. Cloud State University. During his college tenure he realized he also had a deep desire to help people, and feels very fortunate that he has been able to find a career that satisfies both of these passions.

Josh enjoys sports, particularly basketball, golf, and running. He has been an "ultra" team participant in the Ragnar Run for the past seven years, an overnight, 200-mile running relay that follows the Mississippi River from Winona, MN to Minneapolis, MN. Josh also hopes to qualify for the Boston Marathon. To see what other events Josh has participated in that support philanthropic causes, visit his Community Involvement page.

Josh married his wife, Tina, in July 2014. They live in Edina, and are the proud parents of two little boys, Adrian and Harrison. The boys are the best of friends and great playmates, and bring Josh and Tina all the joy in the world.   



Joshua Alan Oertli

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

Wealth Management Advisor


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.