Courtney Krogstad

Courtney Krogstad has been in the Financial Industry for over 13 years and has an extensive history of strong financial planning knowledge and strives to provide outstanding customer service. Courtney earned her degree from The Ohio State University in Consumer and Family Financial Services and is a CERTIFIED FINANCIAL PLANNER™ Professional. She likes to spend time with family and friends; golfing, weekends up north, attending local community events, and exploring new foods and restaurants. Courtney is a lifelong Mequon resident, currently living there with her husband Andy, three young children: Calvin, Parker, McKenzie and their dog Marti.

Courtney holds the Series 6, 7, and 63 registrations through LPL Financial and the Series 66 registration through LPL Financial and Richmond Investment Services, LLC., licenses in Life and Health, A Notary Public, and a Certified Financial Planner™ Professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Richmond Investment Services, LLC, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC.