800.352.5837

Joshua Wokurka
Joshua Wokurka
Financial Advisor

Phone: 630.379.8785
Locations:
Philadelphia, PA »
2001 Market Street
Suite 2500
Philadelphia, PA 19103
Chicago, IL »
222 Merchandise Mart Plaza
12th Floor
Chicago, IL 60654

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Joshua Wokurka is a Financial Advisor based in Chicago, IL and Philadelphia, PA. 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.

Joshua’s areas of focus include:

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

Qualifications:

  • Member of North Star’s Medical Division
  • Works closely with fellow advisors Shaun McDuffee, Craig Molldrem and Michael Paulus
  • Conducts educational seminars for residents and attending physicians in both Pennsylvania and Illinois
  • FINRA Series 7 and 66 registered
  • Life and Health licensed

Originally from Lombard, IL, Joshua graduated from the University of Minnesota with a B.S. in sports management. Outside of the office, Joshua enjoys traveling and spending time with friends and family.

Joshua is currently accepting new clients. Want to learn more? Contact him at the number listed above.

Josh is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 2514583/DOFU 4-2019

Joshua’s Support Team


Name: Stephanie Ploehn
Title: Administrative Assistant
Email: Stephanie.Ploehn@northstarfinancial.com
Phone: 612.617.6011
Fax: 612.256.3011

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

 

 

Philadelphia

2001 Market Street
Suite 2500
Philadelphia, PA 19103

Chicago

222 Merchandise Mart Plaza
12th Floor
Chicago, IL 60654

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