Courtney Margaret Font

Current Employers

Employment History

• 01/2015 → 01/2026
  Dynamic Wealth Advisors Dba Crooked Tree Capital Advisors
  Petoskey, MI
• 12/2025 → Present
  Farther
  Petoskey, MI

Previous Registrations

• 2015-01-06 → 2026-01-02
  Dynamic
  Petosky, MI
  Phoenix, AZ
• 2011-10-11 → 2015-01-13
  Lpl Financial Llc
  Petoskey, MI
  Traverse City, MI
• 2009-09-15 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Traverse, MI
  Petoskey, MI
• 2004-11-16 → 2009-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Traverse City, MI
  Traverse City, MI

Other Businesses

Name of other business: Vacation Rental Property; Is business Investment related: No; Address of other business: 2414 N Manitou Trl, Leland, MI 49654; Nature of other business: Vacation Rental Property; Your position: Owner; Start date of relationship: 2018; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0. Name of other business: PHSACF; Is business Investment related: No; Address of other business: 1349 US 131, Petoskey MI; Nature of other business: Community Foundation; Your position: Director; Start date of relationship: 2021; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 1. Name of other business: McLaren Northern Michigan Hospital Foundation; Is business Investment related: No; Address of other business: 417 Connable Ave, Petoskey MI; Nature of other business: Hospital Foundation; Your position: Trustee & Finance Chair; Start date of relationship: 2021; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 1.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-10

Designations

Other Names

• Courtney M Miller
• Courtney M Miller
• Courtney M Font
• Courtney M Font