Katherine (Katie) Williams is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans Specialist® (CRPS®), Chartered Retirement Planning Counselor®(CRPC®), has completed the Dave Ramsey Financial Coach Master Training* and is an independent LPL Financial Advisor. She brings a multi-generational commitment to financial planning and education along with the belief that understanding leads to greater clarity and confidence in the financial decision-making process.
For nearly two decades, she has helped individuals and couples transition from the workplace to life in retirement. Her reputation as a trusted financial consultant is driven by the connections she has made serving multiple generations of Classic Financial Services clients. Katie seeks to provide each of her clients with the information and guidance required to help them make the most appropriate financial decisions for their needs and circumstances by serving clients in a fiduciary capacity, which requires her to act in her clients’ best interests, not simply meet suitability standards where investment decisions are concerned.
As a retirement planning specialist, Katie brings extensive experience working with over 100 plans in more than 100 school districts. Her knowledge and experience as an Accredited Investment Fiduciary® enables her to assist school districts in plan design and fiduciary guidance; educate plan participants in aligning their investment allocations with their individual goals and values; and provide retirement plan transition assistance. Based near Minneapolis, she is widely known among school districts throughout Minnesota as a competent educator and trusted advisor.
Katie is committed to a high standard of fiduciary support and guidance including regularly scheduled follow-up meetings with plan administrators and fiduciaries, delivering ongoing investment reporting and fund benchmarking, and group and one-on-one participant education and guidance. This sets her apart from many plan advisors who only serve in a sales capacity and may not have the experience, education or credentials required to serve as an active and ongoing partner to plan fiduciaries.
Katie is an independent advisor with LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial does not offer or manufacture proprietary investment products. This allows Katie to provide objective, independent guidance that seeks to place client interests first at all times. She holds her FINRA Series 6, 7, 63 and 65 securities registrations with LPL Financial.
* As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
*Dave Ramsey does not endorse Katie Williams or any person who has completed his coaching program.