Courtney
Krogstad
Richmond Investment Services LLC
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About this Advisor
Courtney Krogstad is a financial advisor based in Mequon, Wisconsin, working with Richmond Investment Services LLC. Courtney has previously held positions at Jerry David, Northwestern Mutual Investment Services LLC, Robert W Baird, Northwestern Mutual Wealth Management Company, Robert W. Baird & Co., Inc, Lpl Financial, LLC, and Richmond Investment Services. Courtney has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Courtney is part of Richmond Investment Services LLC, which operates out of Mequon, Wisconsin. The firm has 1 office and 22 employees. The firm manages assets totaling $360.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Richmond Investment Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Richmond Investment Services LLC Brokerage Details
$360,274,777
22
1,369
$263,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Courtney Krogstad Work History
Richmond Investment Services
Lpl Financial, LLC
Robert W. Baird & Co., Inc
Jerry David
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Robert W Baird
Disclosures
Please visit the SEC profile of Courtney Krogstad 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 Richmond Investment Services LLC
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
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