Courtney Hanrahan has been an investment adviser representative at Eq since June 2024, and is not listed among the firm’s executive officers or direct owners.
Eq, LLC is a firm with $942M under management, 544 clients and 8 advisers across 12 offices, as of its September 2026 filing.
Courtney Hanrahan is Financial Advisor of EQ Wealth Management. She specializes in complex executive compensation packages and helps develop and implement the tools and financial planning processes EQ provides as part of its financial planning deliverable. Before joining EQ, she spent nearly two decades at Capital Planning, LLC, helping executives and managers achieve their financial goals.
Courtney Hanrahan’s longest registration was 10 years at Capital Planning, LLC (2014–2024). Before joining Eq in 2024, Courtney Hanrahan was registered through Capital Planning, LLC and Capital Planning Corp.
- Eq Wealth ManagementCurrent– present · 2 yearsEdmonds, WA · Adviser representative · Firm CRD 291033
- Capital Planning, LLC– · 10 yearsBellevue, WA · Adviser representative · Firm CRD 169470
- Capital Planning Corp– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 105013
Professional designations
Listed by Eq
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Courtney Hanrahan is registered as an investment adviser representative in Washington, since June 2024.
- WashingtonSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney O'Kelly Hanrahan
- CRD
- 5470220
- Firm
- Eq · CRD 291033
- Office
- Edmonds, WA
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eqwm.com
Where does Courtney Hanrahan work?
Courtney Hanrahan is an investment adviser representative registered through Eq, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Hanrahan a financial advisor?
Yes. Courtney Hanrahan has a current investment-adviser registration in Washington, through Eq since June 2024.
How many years of experience does Courtney Hanrahan have?
Courtney Hanrahan has 15 years in the financial industry, since April 2011, across 3 adviser firms.
What exams has Courtney Hanrahan passed?
Courtney Hanrahan passed the Series 65 in March 2011.
Where did Courtney Hanrahan work before Eq?
Before Eq, Courtney Hanrahan was registered through Capital Planning, LLC, January 2014 to May 2024; Capital Planning Corp, April 2011 to January 2014.
Where is Courtney Hanrahan based?
Courtney Hanrahan’s registered office is in Edmonds, WA.
Is Courtney Hanrahan registered with FINRA?
No. Courtney Hanrahan has no current broker registration.
Is Courtney Hanrahan a CFP?
Eq lists Courtney Hanrahan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Courtney Hanrahan’s record?
Search CRD 5470220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Hanrahan’s full registration record.
