Courtney Elizabeth Ranstrom

Employer firm

Freedom Day Solutions, LLC CRD 138962

$615M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Freedom Day Solutions, Llc
  Portland, OR
• 12/2013 → 06/2017
  Ranstrom Berg Wealth Management
  Fargo, ND
• 07/2016 → Present
  Trailhead Planners, Llc
  Portland, OR

Previous Registrations

• 2016-10-21 → 2026-05-08
  Trailhead Planners, Llc
  Edina, MN
• 2011-12-21 → 2017-07-08
  Wealth Forward, Llc
  Fargo, ND

Other Businesses

Freedom Day Solutions; Investment-Related; 8401 Westview Drive, Houston, TX 77055; Courtney maintains a consulting contract with Freedom Day Solutions, an SEC-registered investment manager. Though the business is investment-related, Courtney does not work with Freedom Day's clients and does not provide investment advice as part of the contract. Trailhead Planners LLC; investment-related; at reported business location; RIA; Owner; 07/01/2016 Start Date; 20 hours/month, 20 during securities trading hours; formerly was the CCO and a financial planner. Now have ownership that will be terminated as of 06/30/2026

Exams

• S66 Uniform Combined State Law Examination
  2009-04-11

Designations

• Certified Financial Planner