Courtney M Krogstad
Investment adviser representative at Richmond Investment Services LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Richmond Investment Services LLCMar 2024 to now
- LPL Financial, LLCJan 2021 to now
- Robert W. Baird & Co., Inc.Apr 2017 to Jan 2021
- Northwestern Mutual Wealth Management CompanyMay 2016 to Apr 2017
- Jerry DavidMar 2016 to Apr 2017
- Northwestern Mutual Investment Services LLCMar 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
Richmond Investment Services LLC
$453.2MAssets managed
890Clients
14Advisers
2 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
- 6030675
- Firm CRD
- 327451