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Lee Courtright

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Securities America, Inc.</span>
Intro Book
Seasoned financial advisor with extensive experience in investments, finance, and financial planning.
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Location
Stevens Point, Wisconsin, United Stat...
Languages
  • English -
Skills
  • Investments
  • Finance
  • Financial Planning
  • Insurance
  • Portfolio Management
  • Show all
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Bio

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Lee Courtright is a seasoned financial advisor with 25+ years of experience in investments, finance, and financial planning. He holds various certifications, including CFP, ChFC, and CLU, and has worked with clients to develop financial and estate planning strategies. As a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), Lee has met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards and The American College, respectively. He is an Investment Advisor Representative and Registered Principal with Securities America, a full-service investment firm and member of SIPC/FINRA.

Credentials

  • Accredited Investment Fiduciary
    fi360
    Feb, 2016
    - May, 2026
  • Registered Financial Consultant
    International Association of Registered Financial Consultants
    Aug, 2009
    - May, 2026
  • Certified Financial Planner
    Certified Financial Planner Board of Standards, Inc.
    Jun, 1986
    - May, 2026
  • Chartered Financial Consultant
    The American College of Financial Services
    Jun, 1984
    - May, 2026
  • Chartered Life Underwriter
    The American College of Financial Services
    Jun, 1974
    - May, 2026

Experience

  • Securities America, Inc.
    • Stevens Point, WI, 54482
    • Financial Advisor
      • Nov 2016 - Present
      • Stevens Point, WI, 54482
  • Golden Sands Financial LLC
    • 720 S Maple Bluff Ct., Stevens Point, WI
    • Financial Advisor
      • Jul 2014 - Present
      • 720 S Maple Bluff Ct., Stevens Point, WI

      Lee Courtright is an established financial advisor who has focused his practice on helping individuals understand change as they prepare for and manage in the later years of their lives. Lee often works with his clients’ legal and tax advisors in developing financial and estate planning strategie...

  • Cetera Advisors LLC
    • 720 S Maple Bluff Ct., Stevens Point, WI 54482
    • Financial Advisor
      • Aug 1991 - Nov 2016
      • 720 S Maple Bluff Ct., Stevens Point, WI 54482
  • Financial Network Investment Corp.
    • Stevens Point, Wisconsin
    • Registered Principal
      • Apr 1988 - Aug 1991
      • Stevens Point, Wisconsin
  • Sentry Life Insurance Company
    • Stevens Point, Wisconsin
    • Marketing Director
      • Sep 1974 - Nov 1987
      • Stevens Point, Wisconsin

      Responsibilities included research and development of marketing plans for individual life and annuity products including variable products.

Education

  • 1983 - 1986
    College for Financial Planning
  • 1983 - 1985
    The American College
  • 1971 - 1974
    The American College
  • 1955 - 1961
    University of Nebraska at Omaha
  • 1951 - 1955
    Benson High School, Omaha, NE

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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