800.352.5837

Brendan Pheasant
Brendan Pheasant, CFP®, AIF®, ChFC, LUTCF
Financial Advisor
Areas of Focus
  • Small Business Owners
  • Financial Planning**
  • Asset Protection Strategies*
  • Retirement Funding Strategies
  • Tax-Efficient Strategies*


Phone: 512.610.1831
Location
Austin, TX »
2801 Via Fortuna
Suite 450
Austin, TX 78746

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Brendan Pheasant is a financial advisor with North Star Consultants of Texas and has been serving the financial needs of Austinites since 2008. His passion is working with couples who are dedicated to pursuing their financial goals and local Austin businesses. Brendan excels at getting to know the character and culture of an organization and using it as his guide when developing their financial plan**.

Qualifications

  • Accredited Investment Fiduciary (AIF®), Foundation for Fiduciary Studies – Sewickley, PA
  • CERTIFIED FINANCIAL PLANNER practitioner, or CFP®, Board of Standards – Washington, D.C.
  • Chartered Financial Consultant (ChFC), American College – Bryn Mawr, PA
  • Life Underwriters Training Counsel Fellow (LUTCF), American College – Bryn Mawr, PA
  • B.A. Degree, Lamar University – Beaumont, TX
  • Registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc.
  • FINRA Series 6, 7, and 63 Registered
  • Member, National Association of Insurance and Financial Advisors
  • Member, Austin Chapter of the Financial Planner’s Association
  • Qualifying Member, Million Dollar Round Table (MDRT) 2018, the Premier Association of Financial Professionals®
  • Recipient of National Quality Award from NAIFA (National Association of Insurance and Financial Advisors)
  • Nominated for the InvestmentNews' Forty Under 40 Award (2018)

When he is not working Brendan can be found enjoying life with his wife and 16-month old son. “It may take us 30 minutes to walk to the end of block and back, but we have quite the collection of leaves and sticks when we’re done. It’s a refreshing juxtaposition to be in the moment after focusing so hard on the future all day.”  

 

**Financial Planning is provided on a fee basis. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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.

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership and achievement. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Brendan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2062025/ 3-2018

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

 

 

Austin

2801 Via Fortuna
Suite 450
Austin, TX 78746

I’m a CERTIFIED FINANCIAL PLANNER™ Practitioner and have been a financial advisor for 10 years.  I have group disability insurance coverage through my job that is covered by my employer.  While I am greatly appreciative for this benefit I pay for my own individual disability insurance coverage to su…
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Quarterly Market Updates   2019 First Quarter Second Quarter 2018 First Quarter Second Quarter Third Quarter Fourth Quarter Back to Brendan Pheasant's Homepage
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Does your company’s 401(k) plan reflect your values? As a specialist in small to medium sized businesses I know in Austin, TX we are rich with companies that have real vision and commitment to their employees and the community. From local distilleries, ice cream makers, to tech companies we have a l…
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“Don’t light yourself on fire to keep others warm” – it seems like such common-sense wisdom, but in reality we do it all the time. Many of us are unfortunately in situations where we have family members including parents, siblings, children, or even grandchildren who for one reason or another may no…
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As a new parent, I never could have imagined how much my world would change. I found myself wondering what I did with all of that time before now and why my social circle seemed like the only thing smaller than the adorable tiny socks I that seemed to find everywhere around the house. There were als…
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In my ten years as a Financial Advisor I have come to understand that one of the biggest threats to our financial security is what I call irregular expenses. They lurk in the shadows between the neat and tidy monthly expenses on our spreadsheets (or in our head) accruing silently until the leap out …
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It’s that time of year again when you get a notice from your local Appraisal District with what your 2017 estimated tax assessed value will be for any property you own.  In addition, you have likely also received a slew of offers to fight your new appraised value.  What should you do?  Are there oth…
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1.) It may not be too late to fund your IRA or ROTH-IRA for 2016.  You can contribute up until the tax filing deadline of April 18th if you have not already filed your taxes. 2.) If you have enough earned income you may be able to contribute to your spouse’s IRA or ROTH-IRA even if they have no ear…
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