Broker Check

Team

Katie Williams, CFP®, AIF®, CRPC®, CRPS®

PRESIDENT | CLASSIC FINANCIAL SERVICES

952.955.8216

952.955.8218

katherine.williams@lpl.com

Katherine (Katie) Williams is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans Specialist® (CRPS®), Chartered Retirement Planning...

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Donte Oates

Administrative Assistant

855-444-9473

admin.williams@lpl.com

Donte is a native of Charlotte, North Carolina. He graduated from Johnson C Smith University and began his career with LPL Financial in 2007. Donte immediately became an asset within the General Service Center and later joined CCS...

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