Joshua Luke Hart
Financial Advisor|ChFC®
Financial Advisor | ChFC®
Professional
Josh Hart is originally from Iowa and attended Iowa State University for his bachelor’s degree, and later got his Master’s degree from the University of Wisconsin-Milwaukee.
He helps his clients with their complex needs for financial planning, and enjoys his affiliation with Northwestern Mutual due to its strength and quality which is one of the most important things for Josh. He helps educate his clients on how to reach their goals, while also building life-lasting relationships with them.
Josh is an annual Million Dollar Round Table qualifier, an honor for the top 10% of financial advisors. While at Northwestern Mutual, Josh quickly found success, achieving Pacesetter 40 and 100 within his first year, and helping over 100 clients in a year, which is something that only the top 2% of Northwestern Mutual Financial Advisors are able to achieve. He was then a qualifier for Fastrack, a program which helps develop successful leaders through the company and is exclusive to that top group of new advisors.
As his career has grown, Josh has been on the Executive Leadership Team at the Greater Milwaukee-North Shore Office, helping develop new advisors to find success in their careers. One of those new advisors Josh helped to develop on his team also recently qualified for Million Dollar Round Table in 2021.
Josh’s colleagues know him for his hard work ethic and dedication to always do the right thing for everyone, which are the reasons that lead to Josh’s ability to continue to help over 100 people annually.
Education
Iowa State University (BA)
University of Wisconsin-Milwaukee (MS)
Years of Experience
Josh has happily been affiliated with Northwestern Mutual since 2017.
Awards & Recognition
- Million Dollar Round Table (MDRT) qualifier since 2020
- Role on the Executive Leadership Team at the Greater Milwaukee-North Shore Office
Personal
Josh grew up and went to school in Jesup, Iowa, and after that attended Iowa State University for his bachelors degree and the University of Wisconsin-Milwaukee for his Master’s. Also while at ISU, he also studied abroad in Spain for 2 years.
Family and community are very important to Josh. He and his wife Nancy were married in 2016, and now have 2 amazing children, Levi and Dalia. They live near Milwaukee, WI, and he enjoys reading, sports & exercise, the outdoors and traveling with his family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Helping where we can.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
