Professional

Joshua Oertli became a Northwestern Mutual Representative because of his passion to help people secure financial stability throughout life. As the financial services landscape grew and changed, Josh committed himself to remaining an expert in his field by continuing his education and earning his designations of CFP®, ChFC®, CLU®, RICP®, series 7 and 63. He also maintains product licenses in multiple states to better service clients throughout the United States.

Josh has been in leadership positions since 2006, serving as a College Unit Director, Field Director, Recruiting Field Director, and now Managing Director. He believes deeply in giving back what he has been gifted, and, after success in his personal practice, Josh committed himself to becoming a Managing Director in order to give back to the system that had given him so much. Josh was named Managing Director in 2013 and currently leads the office where he started his career 9 years earlier.


Designations & Certifications

RETIREMENT INCOME CERTIFIED (RICP®)
The Retirement Income Certified Professional (RICP®) designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client's working years to asset decumulation in retirement. RICP® certifies advisors to deliver smart strategies to help create secure, sustainable income for a client's retirement.

CERTIFIED FINANCIAL PLANNERTM (CFP®) 
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The CFP® certification is administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which enforces education, examination, experience, and ethics requirements for CFP® certificants.

CHARTERED FINANCIAL CONSULTANT (ChFC®)
The Chartered Financial Consultant® (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation, to identify and establish specific financial goals, and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CHARTERED LIFE UNDERWRITER (CLU®)
The Chartered Life Underwriter® (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. The CLU® designation symbolizes continuing growth and commitment to professionalism.


Awards & Recognition

MANAGING DIRECTOR ASSOCIATION  2013-2017

MILLION DOLLAR ROUND TABLE MEMBER  2008-2017

NATIONAL ASSOCIATION OF INSURANCE & FINANCE ADVISORS QUALITY AWARD  2011-2013

NATIONAL QUALITY AWARD  2007-2010

NATIONAL SALES ACHIEVEMENT AWARD  2007-2010


Associations & 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.

COLUMNS RESOURCE GROUP FOUNDATION PRESIDENT (PAST)
As active members of their communities, the Columns Resource Group 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.
 

 

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