Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Doerfler is a financial advisor with over 10 years of experience in the industry. Courtney is registered as a Registered Representative and Investment Advisor Representative with Newedge Advisors. Before joining Newedge Advisors, Courtney was with Investment Centers of America, Inc. for nearly 8 years, where she served as a Registered Representative, and is currently registered in Minnesota, Washington, and Wisconsin. Courtney holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Exam (SIE). Courtney provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Courtney is also registered as an Investment Advisor Representative with GWM Advisors, LLC (DBA: CPR Wealth Advisors).
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.
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.
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WI
01/01/2025 - Present
Newedge Advisors (Hudson WI)
WI
09/21/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HUDSON WI)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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