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Courtney O'kelly Hanrahan

Courtney O. Hanrahan

EQ WEALTH MANAGEMENT
Edmonds, WA
Some features on this profile are disabled
CRD#: 5470220
Courtney O'kelly Hanrahan

Professional summary

Courtney O'kelly Hanrahan, CFP®, who also goes by Courtney Michelle O'kelly, is a registered financial advisor currently at EQ WEALTH MANAGEMENT located in Edmonds, Washington.

Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Courtney has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Courtney Michelle O'kelly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney O'kelly Hanrahan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

June 5, 2024 - Present

EQ WEALTH MANAGEMENT

RIA
CRD#: 291033
Edmonds, WA
Past

January 22, 2014 - May 31, 2024

CAPITAL PLANNING, LLC

RIA
CRD#: 169470
BELLEVUE, WA
Past

April 6, 2011 - January 27, 2014

CAPITAL PLANNING CORP

RIA
CRD#: 105013
BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EQ WEALTH MANAGEMENT
EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(6/5/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/30/2011
Uniform Investment Adviser Law Examination

Current Firm

EW
EQ WEALTH MANAGEMENT
EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)
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Contact information

Main Address
Bellevue, WA
Mailing Address
P. O. Box 53446, Bellevue, WA 98105
Phone number
(425) 434-1000
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (291033) (4/22/2025)

Regulatory assets under management

Total Number of Accounts2,113
AUM (Assets Under Management)$ 722,956,251

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQ WEALTH MANAGEMENT

CRD#: 291033Edmonds, WA

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