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Courtney Elizabeth Ranstrom

Investment adviser representative at Freedom Day Solutions, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$615.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsSubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Freedom Day Solutions, LLCMay 2026 to now
  2. Trailhead Planners, LLCJul 2016 to now
  3. Ranstrom Berg Wealth ManagementDec 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (OR).

Freedom Day Solutions, LLC

$615.3MAssets managed
421Clients
5Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5648835
Firm CRD
138962
Advisor's SEC record (opens in a new tab)
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