# Courtney Folkerts

Courtney Folkerts is an investment adviser representative (IAR) with state registration records since 2010, appearing at 8 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-01-22 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2022-07-13 | 2025-09-05 | — |
| [CROSSMARK GLOBAL INVESTMENTS, INC.](https://search.stillhousedata.com/firm/113360) | 2020-03-25 | 2022-07-08 | — |
| [INVESCO ADVISERS, INC.](https://search.stillhousedata.com/firm/105360) | 2018-03-21 | 2020-03-06 | — |
| [CURIAN CAPITAL, LLC](https://search.stillhousedata.com/firm/120270) | 2014-08-28 | 2016-04-04 | — |
| [A & I FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/148357) | 2014-02-20 | 2014-08-22 | — |
| [FINANCIAL SECURITY MANAGEMENT, INC](https://search.stillhousedata.com/firm/116570) | 2010-10-19 | 2013-08-21 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2010-08-26 | 2010-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5508989)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5508989.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing 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.