800.352.5837

Garrett Culwell
Garrett Culwell, CLU®
Financial Advisor

Phone: 512.751.0712
Locations:
Austin, TX »
300 Beardsley Lane
Suite A104
Austin, TX 78746
Cincinnati, OH »
Scripps Building
312 Walnut Street, 16th Floor
Cincinnati, OH 45202

Fax: 612.256.3093

Print

Garrett is a Financial Advisor with North Star Consultants’ Medical Division working primarily out of the Austin, TX 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_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

 

Austin

300 Beardsley Lane
Suite A104
Austin, TX 78746

Cincinnati

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