CL
Courtney Lynn Kauffman
CRD 7469800
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Prowell Financial Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Prowell Financial Management, Llc
Managing Director · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗