William H. Montag, CFP®

Financial Consultant and Senior Partner

Building lasting relationships and guiding clients to financial prosperity.

William H. Montag, CFP®

Financial Consultant and Senior Partner

About

Bill Montag joined North Star Resource Group in 1997 upon graduation from Minnesota State University in Mankato, Minn. 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 speaks 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, and Vanderbilt University Medical Center in Nashville. In addition to presenting to 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 financial professionals 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.

Services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Life insurance
  • Mutual funds
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Brad Walker
Brad Walker

Practice Coordinator

Stephan Sabo
Stephan Sabo

Business Development Coordinator

Heaven French
Heaven French

Business Coordinator

Contact

    Iowa City, Iowa

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

    Directions

    Bill is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3097482/DOFU 5-2020

    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.