# TRAILHEAD PLANNERS, LLC

TRAILHEAD PLANNERS, LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 284610
- Type: SEC-registered investment adviser
- SEC file number: 801-129254
- Location: 5151 EDINA INDUSTRIAL BLVD., SUITE 200, EDINA, MN, 55439
- Phone: 503-773-9682
- Latest filing: 2026-07-06
- Regulatory AUM: $188.4M
- Discretionary AUM: $188.4M
- Non-discretionary AUM: $58K
- Clients: 4
- Accounts: 594

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Courtney Elizabeth Ranstrom | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Morgan Kent Ranstrom | MANAGING MEMBER | — |
| William Patrick Mulvahill | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| RANSTROM COURTNEY ELIZABETH | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| RANSTROM MORGAN KENT | MANAGING MEMBER | — |
| MULVAHILL WILLIAM PATRICK | MANAGING MEMBER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PORTLAND | OR | 1 | 503-773-9682 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284610/similar
- Related entities: https://search.stillhousedata.com/firm/284610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284610

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.