Courtney Valentine
Courtney Valentine is a CFP-designated registered investment advisor at Kropog Financial Group, LLC, based in Mandeville, LA, with 4 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 221 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kropog Financial charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Kropog Financial, but it will not exceed 2.00% annually. This fee includes normal trading costs. Fees may be negotiable.
Location
2895 Highway 190 Ste 205, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Courtney is a financial advisor doing business as Kropog Financial Group since 2022, dedicating full-time hours to this activity. She also provides investment advisory services through Kropog Financial Group, LLC, spending about a quarter of her time on this.
Employment History
Current Registrations
Kropog Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.