800.352.5837

William Montag
William H. Montag, CFP®
Partner, Financial Consultant
Areas of Focus
  • Medical Professionals


Phone: 319-351-4307 ext. 43
Location
Iowa City, IA »
Paul Helen Building
209 E Washington Street, Suite 300
Iowa City, IA 52240

Fax: 319.354.9004

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Bill Montag joined North Star Resource Group in 1997 upon graduation from Minnesota State University in Mankato, MN. Bill is a Partner and Financial Advisor in North Star’s Iowa City, Iowa office. His practice specializes in building long term relationships with physicians, dentists and business owners based on trust, integrity, and loyalty as they transition through school to residency, fellowship and finally into practice.

Bill works extensively at the University of Iowa Carver College of Medicine, the University of Iowa College of Dentistry, the University of Iowa Hospitals and Clinics in Iowa City, Iowa and Vanderbilt University Medical Center in Nashville, Tennessee. In addition to his work with the medical students, dental students and various residency programs and businesses, Bill has hundreds of clients in practice throughout the country.

Bill is a frequent presenter for medical students, dental students, residents, fellows and practicing physicians and dentists at various teaching hospitals and practices throughout the country, focusing on the building blocks of a sound financial strategy. His focus is to engage his clients in a comprehensive fee-based financial planning process, centered on building financially sound habits as early as possible in their career.

Bill is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®. He serves as Past President of North Star’s Medical Division, a group of advisors who work extensively with physicians and dentists, sharing best practices and the latest trends in medicine. He is actively involved with the Iowa City Area Chamber of Commerce where he serves as an Ambassador, is a member of the Optimist Club and the University of Iowa I-Club.

Bill enjoys spending time with his wife, Lori, daughter Blair and twin sons Keegan and Kelby. He likes to travel, golf, read, and socialize with family and friends. Bill is also a passionate Iowa Hawkeye fan.

 

Bill is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1657771 / 12-2016

William’s Support Team


Bradley WalkerName: Bradley Walker
Title: Practice Coordinator
Email: Brad.Walker@northstarfinancial.com
Phone: 319.351.4307

Stephan SaboName: Stephan Sabo
Title: Business Development Coordinator
Email: Stephan.Sabo@northstarfinancial.com
Phone: 319.351.4307

Iowa City

Paul Helen Building
209 E Washington Street, Suite 300
Iowa City, IA 52240

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.