Courtney KrogstadCRD Number: 6030675
Current Firm: Robert W. Baird & Company Incorporated
Courtney Krogstad (CRD# 6030675) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 6 years of experience in the finance industry.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Robert W. Baird & Company, Inc.||Mequon, WI||Apr 2017 - Current||1|
|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|
|Lake Country Wealth Management||Delafield, WI||Feb 2013 - Feb 2014||1|
|Next Financial Group Inc.||Delafield, WI||Feb 2013 - Feb 2014||1|
|Great West Financial||Glendale, WI||Feb 2012 - Feb 2013||1|
|Princl Trucking||Jackson, WI||Nov 2011 - Feb 2012||< 1|
|Peru Federal Savings||Peru, IL||Aug 2011 - Nov 2011||< 1|
|Kohls||Peru, IL||Aug 2011 - Aug 2011||< 1|
|Family Video||Ottawa, IL||Aug 2011 - Aug 2011||< 1|
|Student||Columbus, OH||Jul 2010 - Aug 2011||1|
|Jp Morgan Chase||Columbus, OH||May 2009 - Jul 2010||1|
|Ozaukee Bank Bmo Harris||Thiensville, WI||Aug 2007 - May 2009||1|
|Village Bp||Thiensville, WI||Jan 2003 - May 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management107,586MILLIONS
Total Number of Accounts110,825ACCOUNTS
Average Account Value$970,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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