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
- 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
Title: Administrative Assistant
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.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | firstname.lastname@example.org
Vice President, Life Insurance and Long-Term Care
612.617.6109 | email@example.com
Vice President and Director of Investments
612.617.6116 | firstname.lastname@example.org
Vice President, Financial Planning Resource Center
612.617.6137 | email@example.com
Philadelphia2001 Market Street
Philadelphia, PA 19103
Chicago222 Merchandise Mart Plaza
Chicago, IL 60654