# Courter Financial

Courter Financial is a Single Family Office based in United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 1972
- **Assets under management:** Undisclosed
- **Website:** https://courterfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mackcourter

## Regulatory record

- **CRD number:** 151047
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151047

## About

Courter Financial Services, LLC is an independent insurance agency providing comprehensive coverage options for individuals, families, and businesses. It focuses on personalized service and tailored solutions to meet insurance needs. It offers comprehensive insurance products and services to help protect assets and financial security.

## People

- Robert J. Courter (Bob) — Insurance broker / tax preparer / Founder
- Justin P. Doherty — insurance Broker / tax preparer
- Tasha E. Strouse (Courter) — Insurance broker / office manager

## Questions

### Who is the principal behind Courter Financial?

The identity of the principal or family behind Courter Financial, LLC has not been publicly disclosed. The firm's registration documents list the required legal representatives, but the ultimate beneficial owner and the source of wealth remain private.

### Where is Courter Financial headquartered?

The specific headquarters location and office address for Courter Financial, LLC are not publicly disclosed. The firm's corporate registration places it within the United States, but no further geographic detail is available from public filings or media reports.

## Related profiles

- [Tetrant Financial](https://altss.com/profile/tetrant-financial)
- [The Retirement Readiness Institute](https://altss.com/profile/the-retirement-readiness-institute)

---

Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/courter-financial-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology