Joshua Wokurka
Joshua Wokurka is a registered investment advisor at Cetera Investment Advisers LLC, based in Chicago, IL, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
203 N Lasalle St, St 2102, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance. He also works as a financial professional for North Star Resource Group, doing business as (DBA) for financial services, dedicating minimal time to each activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations31 states
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