Joshua Wokurka

Financial Advisor

Your long-term financial ally

Only a phone call away from all of life’s financial questions.

Helping you achieve financial freedom to enjoy the things in life that make you happy.

 

Joshua Wokurka

Financial Advisor

Your long-term financial ally

Only a phone call away from all of life’s financial questions.

About

Joshua Wokurka is a financial advisor based in Chicago and Philadelphia. As a people person, Joshua was drawn to financial advising to build relationships and make a difference in the lives of his clients. Specializing in working with physicians and dentists, his goal is to develop trust early on with his clients to lay the groundwork for a lifelong relationship.

As an independent advisor, Joshua is able to provide his clients with a range of customized options to help suit their specific needs. He utilizes a comprehensive approach to balance his clients’ interests, such as helping to protect them and their families financially, strategizing how to maintain their current lifestyle in retirement and creating solutions to help pay down debt. Understanding the busy schedule of those in the medical field, Joshua hopes to be a resource to clients by offering flexible meeting times based on their rotations.

Qualifications

  • Member of North Star’s Medical Division
  • FINRA Series 7 and 66 registered
  • Life and Health licensed

Services

  • College Funding Strategies
  • Disability Insurance
  • Life Insurance
  • Retirement Strategies
  • Tax-Efficient Investment Strategies*
  • Wealth Accumulation

Team

Dani Biever
Dani Biever

Supervisor, Client Services

Advisors

Michael Paulus, CFP®, CLU®, ChFC®
Michael Paulus, CFP®, CLU®, ChFC®

Financial Advisor

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Events

Joshua conducts educational seminars for residents and attending physicians in both Pennsylvania and Illinois.

Contact

    Office locations

    Philadelphia

    2001 Market Street
    Suite 2500
    Philadelphia, PA 19103

    Directions

    Chicago

    203 N LaSalle Street
    Suite 2174
    Chicago, IL 60601

    Directions

    Josh, Ross, and Michael are registered representatives and investment advisor representatives of CRI Securities, LLC and Securian Financial Services, Inc.

    3464882/DOFU 2-2021