Professional

Mission 

"My goal is to simplify the planning process for my clients so that they can feel safe and secure in their day to day lifestyles. Through education and guidance, I help my clients become empowered by their money and inspired by their future dreams and goals."

Values 

  • Honesty 

  • Authenticity 

  • Getting better each year 

  • Treating you as a friend 

Professional 

Joe is currently licensed in multiple states to offer planning services to his new and existing clients. He has his Series 6 and 63 security licenses to assist with retirement income planning, as well as short-term and college options. Joe continues to advance his professional knowledge within the insurance and investment industries and is currently working to obtain his Series 7 license.  

As a Field Director, Joe is also responsible for developing and mentoring newer financial representatives into highly professional and successful individuals. By having a team of people as diverse as the community we serve, a larger pool of talented advisors allows us to fit the right financial representative with the right client.   

Designations & Licenses  

Certification for Long-Term Care (CLTC) - designation is one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends. 

Retirement Income Certified Professional (RICP) - The purpose of retirement financial planner is to help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. Research has shown that better decisions can make a big difference in retirement income. 

Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums 

Education 

  • Bachelor of Business Administration - University of Wisconsin Milwaukee 

Awards and Recognition 

  • Pacesetter First 40 – 2013
  • Pacesetter Second 60 – 2013
  • Top 10 Central Region New Financial Representative Award
    • Bronze (2013)
    • Silver (2014)
    • Gold (2015)
    • Platinum (2016)
  • Top 50 National New Financial Representative Award
    • Gold Category (2015)
    • Platinum (2016)
  • Top 100 National New Clients – 2017, 2018
  • Top 100 National Lives – 2018, 2020

Years of Experience 

Representing Northwestern Mutual since 2012

Get to know the rest of the team. 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2016, 2018-2019, 2021

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

Joseph James Pitterle, CLTC®, RICP®

Wealth Management Advisor

 

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