Joe Pitterle, WMCP, RICP, CLTC in

Joe Pitterle, WMCP, RICP, CLTC

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Field Director at Northwestern Mutual
📍 New Berlin, Wisconsin, United States

Joe Pitterle is a Forbes-recognized Wealth Management Advisor and Field Director with Northwestern Mutual. He leverages a background in Management Information Systems to create tailored financial plans for his clients. In his leadership capacity, Joe is responsible for mentoring and developing new financial representatives into successful professionals in the industry.

Joe is a family man who has participated in fitness challenges to support charities like Alexs Lemonade Stand Foundation for Childhood Cancer. He is focused on helping other families in his community take control of their financial future and achieve their goals.

Joe successfully transitioned from a technical career in IT, including roles as a Systems Analyst, to become a top-ranked wealth management advisor.

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Experience
19 Years
Current Role
Field Director
Job Level
Mid-senior
Location
New Berlin, Wisconsin, United States
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares about

Family Financial Planning
His professional focus is on creating customized solutions for families, helping them plan for education, retirement, and long-term security.
Advisor Mentorship
As a Field Director, he is passionate about coaching and developing newer financial representatives to help them build successful, highly professional careers.
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Career

Work history

1-2019
Field Director
Northwestern Mutual
8-2012
Wealth Management Advisor
Northwestern Mutual
7-2012
Systems Analyst
NCO Financial Systems
8-2004 - 4-2006
Support Services Analyst
OSI
11-1999 - 9-2004
Customer Service Supervisor
CompUSA
In the press

Media appearances

Joseph Pitterle - Wealth Management Advisor - Northwestern Mutual. Featured in Northwestern Mutual
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Joe Pitterle - Northwestern Mutual - Videos. Featured in Facebook
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Education
2000 - 2005
Management Information Systems
Lubar College of Business
1996 - 2000
Education details unavailable
Wauwatosa West
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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