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Professional

Joshua Oertli became a Northwestern Mutual Financial Network Representative because of his passion to help people secure financial stability throughout life.

 
Joshua received his Chartered Life Underwriter (CLU®)designation in 2009 and his Chartered Financial Consultant (ChFC) designation in 2010.  He is actively pursuing the Certified Financial Planner (CFP) designation for 2011.  All of these respected designations have allowed Josh to provide a more in-depth knowledge on the insurance and financial security needs of individuals, business owners, and professional clients.
 
 
Associations and Memberships
NAIFA member -
The mission of the National Association of Insurance and Financial Advisors (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
 
Million Dollar Round Table member -
The Million Dollar Round Table (MDRT) is an industry wide organization exclusive to top leaders in the life insurance and financial service field based upon yearly production credit.
 
Current President and active volunteer of the Columns Resource Group Foundation -
 As active members of their communities, the Columns Resource Group's Foundation helps to connect charitable organizations with available resources through donations and time provided by various employees of the Columns Resource Group.  The Columns Resource Group Foundation has participated in events such as Bedrace for Bridging, Cook for Kids, and the Polar Bear Plunge.
 
Pass Board member at BestPrep -
BestPrep is a statewide, nonprofit organization with a mission to prepare Minnesota students with the highest quality business, career and financial literacy skills through experiences that inspire success in work and life.

 

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Degree Major Institution
Bachelor of Science Finance St. Cloud State University

Awards and Recognition

Million Dollar Round Table Qualifying Member   2008-2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award   2007-2010
Award recognizing persistency and performance
National Sales Achievement Award   2007-2010
Award recognizing performance