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Gregory R. WikeliusAssociate
Phone: (312) 962.5951 Greg Wikelius is an Associate at North Star Consultants, Inc. and a member of North Star’s Medical Division. Affiliated with North Star since 2002, he was one of three advisors to originally open North Star’s Chicago office in 2005. Greg has a highly specialized practice helping physicians and dentists meet their personal and professional financial goals. Ultimately, Greg helps medical professionals grow and protect their wealth in an efficient manner. Working with many physicians and dentists as they transition from training into practice, Greg enjoys educating medical professionals on the important issues and challenges they will confront in their financial lives while creating a strategy to address these concerns. Areas of Service Include: • Retirement and College Education Strategies • Life and Disability Insurance Design and Selection • Asset Allocation and Investment Advisory Services • Tax-Favored Investment Strategies1 • Basic Contract Review1 • Estate Planning • Qualified Plan Design and Implementation for Practices • Group Insurance Benefits for Practices • Debt Management • Asset Protection As part of the education process, Greg conducts presentations on key items physicians and dentists need to address. He has conducted seminars at many institutions including: • Northwestern University • University of Chicago • University of Missouri – Kansas City • Rush University • Loyola University • Resurrection Hospital Greg received his B.A. in economics from Duke University. He is FINRA Series 7 registered, FINRA Series 63 registered and FINRA Series 65 registered. In addition, he is licensed for Life, Health and Annuity products.
1Greg does not provide specific tax or legal advice. Please consult a tax or legal professional for specific advice.
North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. 58388/04-09 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
