Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Danielle Stroope is an investment advisor representative with Creative Planning. Courtney has been in the industry since 2005. Courtney is registered in Texas and currently holds the Series 66, Series 26, SIE, and Series 7 licenses. Courtney specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Courtney previously worked at Lockton Companies, LLC, Lockton Investment Advisors, LLC, and Lockton Financial Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
12/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
TX
10/09/2012 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
TX
07/01/2008 - 10/06/2011
LOCKTON FINANCIAL ADVISORS, LLC (DALLAS TX)
TX
12/20/2005 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
07/29/2005 - 01/04/2006
WORLD CHOICE SECURITIES, INC. (BEDFORD TX)
NY
03/18/2005 - 06/08/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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