Courtney Gail Valentine
Investment adviser representative at Kropog Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$160.5MFirm 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
12 years in the industry.
- Kropog Financial Group, LLCOct 2022 to now
- LPL Financial LLCOct 2022 to now
- Ameriprise Financial - Waterfront Wealth ManagementNov 2020 to Sep 2022
- Ameriprise Financial - Michael FraherJan 2020 to Nov 2020
- Brookline CollegeMay 2019 to Nov 2019
- Surterra WellnessJul 2018 to May 2019
- University of Southern MississippiAug 2017 to May 2018
- Dillard'sFeb 2017 to Aug 2017
- BelkOct 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (LA).
Kropog Financial Group, LLC
$160.5MAssets managed
221Clients
4Advisers
4 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
- 7221100
- Firm CRD
- 282747