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8401 Westview Drive, Houston, TX 77055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-01 |
Branch Locations
819 Se Morrison St Suite 220, Portland, OR 97214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Day Solutions, Llc | Portland | OR | 05/2026 | Present |
| Ranstrom Berg Wealth Management | Fargo | ND | 12/2013 | 06/2017 |
| Trailhead Planners, Llc | Portland | OR | 07/2016 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-11 |
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