Courtney Ann Stewart

Current Employers

Employment History

• 12/2006 → 12/2016
  Woodbury Financial Services, Inc.
  Woodbury, MN
• 01/2017 → 11/2020
  Lion Street Financial
  Lake Oswego, OR
• 11/2020 → Present
  Raymond James Financial Services, Inc
  Lake Oswego, OR
• 11/2020 → Present
  Raymond James Financial Services Advisors, Inc
  Lake Oswego, OR
• 11/2020 → 03/2023
  Columbia Associates Wealth Management Group
  Portland, OR
• 11/2020 → 12/2023
  Courtney Stewart Wealth Planning Llc
  Tigard, OR

Previous Registrations

• 2017-01-19 → 2020-11-05
  Lion Street Advisors, Llc
  Lake Oswego, OR
• 2007-06-07 → 2017-01-04
  Woodbury Financial Services, Inc.
  Lake Oswego, OR
  Portland, OR
  Lake Oswego, OR

Other Businesses

(1)Name of Business: Address: 4900 Meadows Rd., Suite 100, Lake Oswego, OR, 97035, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/05/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: old policy servicing; receiving trails from the policies (2) Metis Wealth Advisory Group Address: 4900 Meadows Rd, Suite 100, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will use Metis Wealth Advisory Group as a DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-30
• S63 Uniform Securities Agent State Law Examination
  2006-12-29

Designations

Other Names

• Courtney Gardner
• Courtney Ann Gardner