Courtney
Valentine
Kropog Financial Group, LLC
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About this Advisor
Courtney Valentine is a financial advisor operating out of Mandeville, Louisiana with 1 year of industry experience. Valentine is an employee of Kropog Financial Group, LLC. Over the course of their career, they have held roles at Ameriprise Financial - Waterfront Wealth Management, Ameriprise Financial - Michael Fraher, Brookline College, Surterra Wellness, University Of Southern Mississippi, Enterprise Rent-A-Car, Kohler Engines, Dillard'S, Belk, Smoothie King, Student, Lpl Financial LLC and Kropog Financial Group, LLC. Valentine has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana. Kropog Financial Group, LLC is an advisory company headquartered in Mandeville, LA. It has a total of six employees. It administers $95 million in assets between its 464 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 464 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in investable assets. Kropog Financial Group, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on which services the firm provides the client. Fees billed by Kropog Financial Group, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kropog Financial Group, LLC Brokerage Details
$94,649,508
6
464
$203,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Courtney Valentine Work History
Courtney has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Kropog Financial Group, LLC
Ameriprise Financial - Waterfront Wealth Management
Ameriprise Financial - Michael Fraher
Brookline College
Surterra Wellness
University Of Southern Mississippi
Dillard'S
Enterprise Rent-A-Car
Kohler Engines
Belk
Student
Smoothie King
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Valentine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kropog Financial Group, LLC
Mandeville, LA
Mandeville, LA
Mandeville, LA
Mandeville, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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