Josh Konkel

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

As a Financial Advisor, I provide assistance and guidance to individuals as well as small business owners on a range of financial issues. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect, and integrity. I am passionate about making a difference in my clients’ lives by helping them achieve their financial and retirement goals. I see myself as an educator and a resource for my clients. I approach each meeting with the mindset of putting myself in your shoes and then ask myself, knowing what I know about personal finance what would I do? The more knowledge my clients have, the more empowered and confident they feel about achieving those goals.

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Josh

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Leaders Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Variable Annuities: FL, MD, WI
    • Securities License: AZ, CA, FL, IL, MD, MI, NY, WI
    • Variable Life Insurance: FL, MD, WI
    • Fixed Annuities: FL, MD, MO, WI
    • Life Insurance: FL, MD, MO, WI

Josh Konkel is associated with the Greater Wisconsin Financial Group Office, 10000 W Innovation Drive, Suite 190, Wauwatosa, WI, 53226-9947, Managing Director: Eric Lowder, Phone: 414-456-1770. Josh Konkel offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Josh Konkel offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.