800.352.5837

Garrett Culwell
Garrett Culwell, CLU®
Financial Advisor

Phone: 512.751.0712
Locations:
Cincinnati, OH »
Scripps Building
312 Walnut Street, 16th Floor
Cincinnati, OH 45202
Dallas, TX »
Park Place on Turtle Creek
2911 Turtle Creek Blvd, Suite 300
Dallas, TX 75219
Austin, TX »
300 Beardsley Lane
Suite A104
Austin, TX 78746

Fax: 612.256.3011

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Garrett is a Financial Advisor with North Star Consultants’ Medical Division working primarily out of the Cincinnati, OH location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists. Garrett focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth. Ultimately Garrett’s goal is for all of his clients to reach financial independence and to have the option to someday retire comfortably.

Garrett has chosen to work with medical professionals because he believes that they share many of the same values that he holds to a high regard: family-oriented, goal-centered, honesty, and selflessness. His main priority to is to help his clients make wise financial decisions and to bring them financial security. In order to accomplish this Garrett believes that transparent communication between both parties is vital.

Garrett spends the majority of his time working with young physicians as they get settled into practice, and often times settled into life. He has found that by working with physicians when they are beginning their careers he can help them to form the correct savings habits necessary for his clients to efficiently pursue their financial goals, and thus make a greater impact in their lives as well.

Some of the financial services that Garrett can provide include:

  • Asset Protection Strategies*
  • College Funding Options
  • Physician Specific Disability Insurance
  • Debt Management (student loans, personal loans, credit cards)
  • Life Insurance Strategies
  • Wealth Management
  • Retirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA)
  • Tax Deferred Investment Strategies*
  • Financial Considerations When Exiting A Practice 

Garrett graduated from Baylor University with a degree in finance and an emphasis in economics. He enjoys spending his spare time traveling, working out, and attending any type of sporting event. Garrett is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Garrett is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Service, Inc. 2037300 / DOFU 02-2018

Garrett’s Support Team


Name: Stephanie Williamson
Title: Administrative Assistant
Email: Stephanie.Williamson@northstarfinancial.com
Phone: 612.617.6011
Fax: 612.256.3011

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_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Cincinnati

Scripps Building
312 Walnut Street, 16th Floor
Cincinnati, OH 45202

Dallas

Park Place on Turtle Creek
2911 Turtle Creek Blvd, Suite 300
Dallas, TX 75219

Austin

300 Beardsley Lane
Suite A104
Austin, TX 78746