800.352.5837

Greg Wikelius
Greg Wikelius, CFP®, ChFC®, CLU®
Associate

Phone: 720.616.5700
Locations:
Denver, CO »
1801 Broadway, Ste 1050
Denver, CO 80202
Chicago, IL »
222 Merchandise Mart Plaza
12th Floor
Chicago, IL 60654

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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, Greg has a highly specialized practice helping physicians and dentists actively pursue 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 Funding Strategies 
  • Life and Disability Insurance Education and Selection 
  • Asset Allocation and Investment Advisory Services 
  • Tax-Efficient Investment Strategies* 
  • Basic Benefits Review*
  • Estate Planning*
  • Qualified Plan Selection and Implementation for Practices 
  • Group Insurance Benefits for Practices 
  • Debt Management 
  • Asset Protection Strategies*

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. Greg enjoys hiking, traveling, and spending time with his wife.

Greg is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1623285 / 10-2016

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Denver

1801 Broadway, Ste 1050
Denver, CO 80202

Chicago

222 Merchandise Mart Plaza
12th Floor
Chicago, IL 60654