Justin Willmott

Justin Willmott

Financial Advisor

Phone: (484) 431-0011
Fax: (612) 617-6002
E-mail:

 Justin Willmott is a Financial Advisor and member of North Star’s Medical division, a team of professionals specializing in working with physicians, and dentists.  Being a member of the Medical Division has provided him with a proficiency in addressing the unique situations medical professionals face.  Justin and his team work to educate and help their clients develop a strong financial strategy whether in residency, practice or nearing retirement.

Justin partners with senior representatives Erik Siverson, CLTC and Marshall Gifford, CLU, ChFC, who have developed a national financial services practice serving clients in several states. Erik and Marshall are members of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which recognizes the top 1% of financial representatives worldwide.

As regular keynote speakers for various teaching hospitals and medical groups throughout the country, Erik and Marshall have built a reputation as experts in developing financial strategies for medical professionals. They are sought after speakers and have conducted educational discussions for residents, fellows and students of the following institutions or groups:

  • Emory University
  • The University of Minnesota Medical School
  • The University of Minnesota residency and fellowship training programs
  • The Mayo Fellows Association
  • The Mayo Clinic Residency Programs
  • The University of Iowa Dental School
  • The University of Missouri Kansas City Dental School and Residencies
  • The University of Nebraska Dental School
  • Creighton University Dental School
  • The University of Florida Dental School
  • Rush University Medical Center
  • University of Illinois Chicago

Industry wide Erik and Marshall are recognized as experts and have been asked to speak at numerous industry functions on time management, practice management, marketing, efficiency and motivation.

Through a multi-step, educational process, Justin assists his clients in many of these areas:

Individual:

  • Debt Management
  • Tax Efficient Wealth Accumulation (Investments)1
  • Asset Protection1
  • College Funding Strategies (529 Plans, Education IRA’s)
  • Retirement Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
  • Risk Management (Life Insurance, Disability Insurance, Health Insurance)
  • Estate Planning (Wealth Succession)1

Business:

  • Qualified and Non-Qualified Compensation Packages
  • Group Insurance
  • Business Continuation/Valuation/Succession Planning

Qualifications:

  • BA in Investment Finance, University of North Dakota, Grand Forks
  • Series 7 – Registered Representative
  • Series 66 – Investment Advisor Representative
  • Health/Life Insurance Licensed

Personal:

  • Resides with fiancé, Megan, in Vinings, Georgia
  • Enjoys sports, golf, hunting, fishing, and spending time with family, friends.

Mission:

My mission is to utilize the creative communication skills I have been given to efficiently and effectively reach medical and dental professionals to help them understand the financial issues that face them. I believe that when communicated simply, effectively and in an entertaining manner, the complexity of financial information can be made easily understandable. Without convenient access to this information, many people put off making key financial decisions and unintended results can be devastating for them, their families or businesses.

  

 

North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Registered Representative - CRI Securities, LLC and Securian Financial Services, Inc..

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 

1Justin does not provide tax or legal advice. Specific tax or legal consequences should be verified by your tax/legal advisor. 

 

438845/DOFU: 01-2012