800.352.5837

John Williams
John Williams, CFP®, CFS
Financial Advisor
Areas of Focus
  • Wealth Management
  • Asset Protection
  • Retirement
  • Tax Strategies
  • Medical Professionals
  • Education Funding


Phone: 612.617.6096
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Fax: 612.256.3096

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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—with financial “information” so readily available, John helps his clients sift through and personalize that 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.

Interested in finding out more about John? He is currently accepting new clients! Call the number listed above to connect with him.

 

John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2172408 / 07-2018

John’s Support Team


Jamie AmacherName: Jamie Amacher
Title: Administrative Assistant
Email: Jamie.Amacher@northstarfinancial.com
Phone: 612.617.6179

Resource team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2015_circle.pngChase Brakke

Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com

 

 

Sitek-Chris-2010.jpg

Chris Sitek

Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com

 

 

Landt_Jeff_circle.pngJeff Landt

Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com

 

 

Hancock_Carrie_2019-circle.pngCarrie Hancock

Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com

 

Minneapolis

North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414