Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney M. Krogstad is an investment advisor representative at Richmond Investment Services LLC. Courtney has been in the financial services industry for over 10 years. Courtney holds Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Prior to joining Richmond Investment Services, Courtney worked at Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC. Courtney specializes in financial planning, portfolio management, and pension consulting. Courtney works with a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
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WI
05/21/2024 - Present
Richmond Investment Services LLC (MEQUON WI)
WI
04/25/2017 - 01/19/2021
ROBERT W. BAIRD & CO. INCORPORATED (MEQUON WI)
WI
04/11/2016 - 04/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/12/2014 - 02/29/2016
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/07/2013 - 02/12/2014
NEXT FINANCIAL GROUP, INC. (DELAFIELD WI)
WI
03/12/2012 - 02/05/2013
GWFS EQUITIES, INC. (GLENDALE WI)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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