Courtney Krogstad, financial advisor Mequon WI
93 score

Courtney Krogstad

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Courtney M. Krogstad
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    107,586
    MILLIONS
  • Total Number of Accounts
    110,825
    ACCOUNTS
  • Average Account Value
    $970,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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