Courtney Krogstad


Courtney Krogstad has been in the Financial Industry for over 10 years and has an extensive history of strong financial planning knowledge and providing outstanding customer service. Courtney earned her degree from The Ohio State University in Consumer and Family Financial Services and is a CERTIFIED FINANCIAL PLANNER™ Professional. She likes to spend time with family and friends; golfing, weekends up north, attending local community events, and exploring new foods and restaurants. Courtney is a lifelong Mequon resident, currently living there with her husband Andy, two young children: Calvin and Parker, and their dog Marti.

Securities registered for Series 6, 7, 63 and 66 with LPL Financial, licenses in Life and Health, A Notary Public, and a Certified Financial Planner™ Professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

Phone 262-242-4200
Fax 262-242-4240