Courtney E. Ranstrom

CRD#: 5648835

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Courtney Elizabeth Ranstrom, CFP® was a registered financial professional .

Courtney is a previously registered financial professional and started their career in finance in 2009. Courtney had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Core Areas of Focus

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Socially Responsible Investments

Biography

Courtney lives in Portland, Oregon, with her husband, daughter, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her toddler, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Tax Planning

Retirement Planning

Budgeting

Divorce Planning

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Insurance Planning

Are you a "fiduciary"?

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2012

Experience

Past

October 21, 2016 - May 8, 2026

TRAILHEAD PLANNERS, LLC

RIA

CRD#: 284610

EDINA, MN

Past

December 21, 2011 - July 8, 2017

WEALTH FORWARD, LLC

RIA

CRD#: 159467

FARGO, ND

Past

March 27, 2009 - December 31, 2013

HARBOUR INVESTMENTS, INC.

CRD#: 19258

SALEM, OR

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".

TRAILHEAD PLANNERS, LLC

TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC

CRD#: 284610 / SEC#: 801-129254

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

California

Registered Investment Advisory firm - (2/18/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (1/19/2024 Terminated)

Oregon

Registered Investment Advisory firm - (1/29/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/19/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/26/2009

General Securities Representative Examination

Current Firm

TRAILHEAD PLANNERS, LLC

TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC

CRD#: 284610 / SEC#: 801-129254

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

California

Registered Investment Advisory firm - (2/18/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (1/19/2024 Terminated)

Oregon

Registered Investment Advisory firm - (1/29/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/19/2024 Terminated)

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Contact information

Main Address

5151 Edina Industrial Blvd. Suite 200, Edina, MN 55439

Mailing Address

Po Box 14008, Portland, OR 97293

Phone number

(503) 773-9682

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2026)

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 188,418,848

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.

Contact information

(xxx) xxx-xxxx

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Courtney E. Ranstrom

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRAILHEAD PLANNERS, LLC

WEALTH FORWARD, LLC

HARBOUR INVESTMENTS, INC.

Primary Firm SEC Registration

TRAILHEAD PLANNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2009

Series 7

Date: 3/26/2009

Current Firm

TRAILHEAD PLANNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRAILHEAD PLANNERS, LLC

TRUST BUT VERIFY

Contact information

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