Advisors at this firm
Ryan K
CFP®, Series 66
Mandeville, LA
Kropog FInancial Group, LLC
Ryan Kropog is a CFP® certified financial advisor with 19 years of industry experience. He is the principal of Kropog Financial Group, LLC, where he has worked since 2016, and has over 20 years of experience with LPL Financial. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm typically constructs portfolios using low-cost exchange-traded funds alongside mutual funds, individual stocks, REITs, and alternative investments, applying a combination of fundamental, technical, cyclical, behavioral, and charting analysis.
Christopher R
Series 66
Mandeville, LA
Kropog FInancial Group, LLC
Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term investment approach with a portfolio constructed primarily from low-cost ETFs, supplemented by mutual funds, stocks, REITs, and alternative investments, tailoring decisions to client goals and risk tolerance.
James K
CFP®, Series 63, Series 65
Mandeville, LA
Kropog FInancial Group, LLC
James Kropog Jr. is a CFP® with over 41 years of industry experience. He has been with Kropog Financial Group, LLC since 2016 and has concurrently maintained a role with LPL Financial since 2004. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a blend of low-cost ETFs, mutual funds, individual stocks, REITs, and alternative investments, using a combination of fundamental, technical, cyclical, behavioral, and charting analyses.
Courtney V
CFP®, Series 66
Mandeville, LA
Kropog FInancial Group, LLC
Courtney Valentine is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at Kropog Financial Group, LLC and LPL Financial since 2022, and previously was with Ameriprise Financial from 2020 to 2022. Kropog Financial Group provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm typically uses low-cost ETFs along with other investment vehicles and combines multiple analytical approaches to construct portfolios aligned with client goals and risk tolerance.
