Courtney Valentine has been an investment adviser representative at Kropog Financial Group since October 2022, and is not listed among the firm’s executive officers or direct owners. Courtney Valentine holds a Bachelor's degree in Business Management from The University of Southern Mississippi and a Master's degree in Business Administration from The University of Southern Mississippi.
Kropog Financial Group, LLC is a Mandeville, LA firm with $160M under management, 221 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Courtney Valentine is Financial Advisor of Kropog Financial Group, LLC. She began her financial career as a Paraplanner after moving to New Orleans, LA in late 2020, and joined the firm as a licensed Financial Advisor in late 2022.
Courtney Valentine’s longest registration is the current one, 3 years at Kropog Financial Group since 2022. Before joining Kropog Financial Group in 2022, Courtney Valentine was registered through Ameriprise Financial Services, LLC.
- Kropog Financial Group, LLCCurrent– present · 3 yearsMandeville, LA · Adviser representative · Firm CRD 282747
- Ameriprise Financial Services, LLC– · under a yearMetairie, LA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Kropog Financial Group
- Accredited Portfolio Management Advisor (APMA®)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Courtney Valentine is registered as an investment adviser representative in Louisiana, since October 2022.
- LouisianaSince 28 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 October 2021 |
| Series 7TO | General Securities Representative Examination | 18 June 2021 |
| SIE | Securities Industry Essentials Examination | 27 March 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Courtney Gail Valentine
- CRD
- 7221100
- Firm
- Kropog Financial Group · CRD 282747
- Office
- 2895 HIGHWAY 190 STE 205, Mandeville, LA 70471
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kropogfinancial.com
Where does Courtney Valentine work?
Courtney Valentine is an investment adviser representative registered through Kropog Financial Group, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Valentine a financial advisor?
Yes. Courtney Valentine has a current investment-adviser registration in Louisiana, through Kropog Financial Group since October 2022.
How many years of experience does Courtney Valentine have?
Courtney Valentine has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Courtney Valentine passed?
Courtney Valentine has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2021.
Where did Courtney Valentine work before Kropog Financial Group?
Before Kropog Financial Group, Courtney Valentine was registered through Ameriprise Financial Services, LLC, October 2021 to October 2022.
Where is Courtney Valentine based?
Courtney Valentine’s registered office is in Mandeville, LA.
Is Courtney Valentine registered with FINRA?
Yes. Courtney Valentine has a current broker registration, under CRD 7221100.
Source: FINRA BrokerCheck
Is Courtney Valentine a CFP?
Kropog Financial Group lists Courtney Valentine with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Courtney Valentine, MBA, CFP®, APMA® biography, kropogfinancial.com
How can I verify Courtney Valentine’s record?
Search CRD 7221100 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Courtney Valentine’s full registration record.
