John Williams, CFP®, CFS
Financial Advisor
Awards and recognition
Forbes 2026 Top Financial Security Professionals Best-In-State
#48 in Minnesota
Forbes 2025 Top Financial Security Professionals Best-In-State
#36 in Minnesota
John Williams, CFP®, CFS
Financial Advisor
About
As a financial advisor and member of North Star’s Medical Division, John Williams specializes in working with physicians, starting as early as Residency/Fellowship. John has developed a proficiency in understanding the conditions unique to the careers of physicians:
“My clients’ time is so valuable. It is imperative that their time is spent doing the things they love with the people they love, rather than tirelessly trying to keep up with the ever changing financial world. I want my clients to feel comfortable relying on my experience and knowledge as a Financial Professional, so that they are able to efficiently pursue their financial goals.”
John strongly values connecting with his clients on a personal level. He strives to work with positive people who are looking to succeed and have a willingness to learn. What sets John apart is his detailed understanding of the financial side of medicine—John helps his clients sift through and personalize financial information to their own unique situation. His strategy is to educate his clients on the options available to them so they understand and are comfortable with their financial outlook.
Splitting his time between Minneapolis and Kansas City, John is a frequent speaker at the Mayo Clinic, University of Kansas, University of Missouri Kansas City, Children’s Mercy Kansas City, University of Nebraska Medical Center, and Creighton University. John is a graduate of Winona State University with degrees in both Accounting and Business Administration. Outside of his busy work schedule, John enjoys taking time to travel, golf, and spend time with his family—wife, Melissa, and dog, Belle.
Team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA®, CFP®
Senior Vice President and Chief Investment Officer
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
2026 Forbes Best-In-State Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0K94376.