Lee F. Courtright,  CFP<sup>&reg;</sup> - Financial Advisor

Lee F. Courtright, CFP®

ChFC, RFC, AIF

Financial Adviser

Golden Sands Financial LLC

720 S Maple Bluff Ct
Stevens Point, WI 54482
FINANCIAL ADVISOR'S WEBSITE
(800) 531-5515
(715) 344-6300

General

Lee Courtright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Golden Sands Financial LLC in Stevens Point, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RFC, RICP

Insurance Licenses

  • Life insurance: WI, NM, AZ, NV, TX
  • Health/disability insurance: WI, NM, AZ, NV, TX
  • Fixed annuities: WI, NM, AZ, NV, TX
  • Variable annuities: WI, NM, AZ, NV, TX

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth

More

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