Courtney Krogstad, financial advisor Mequon WI

Courtney Krogstad

CRD Number: 6030675
Current Firm: Lpl Financial LLC

Courtney Krogstad (CRD# 6030675) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 12 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Mequon WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Mequon WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Mequon WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Lpl Financial, LLC Mequon, WI Jan 2021 - Current 3
Robert W. Baird & Company, Inc. Mequon, WI Apr 2017 - Jan 2021 3
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2016 - Apr 2017 < 1
Jerry David Milwaukee, WI Mar 2016 - Apr 2017 1
Northwestern Mutual Investment Services LLC Milwaukee, WI Mar 2016 - Apr 2017 1
Robert W Baird Milwaukee, WI Feb 2014 - Feb 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Courtney M. Krogstad
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Courtney Krogstad and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.