Kirk
Porter

Northstar Investment Advisory LLC

CRD#6069834
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kirk Porter is a certified financial planner who works in Scottsdale, Arizona, with a total of 1 year of industry experience. Porter is an advisor for Northstar Investment Advisory LLC. Throughout their career, Porter has worked at First Investors Corporation, Rjp Farms, Learnvest Planning Services, Iowa State University, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Financial Engines Advisors, L.L.C, Brightside Benefit, Inc and Northstar. Porter has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, New Hampshire and Texas. Northstar Investment Advisory LLC is a registered investment firm based out of West Hollywood, CA. The investment advisory business has offices in 21 locations and a total of 20 employees. Northstar Investment Advisory LLC offers a set of services, such as financial planning services and educational seminars. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Northstar Investment Advisory LLC typically consist of fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

Scottsdale, AZ

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Northstar Investment Advisory LLC Brokerage Details

Total Number of Employees

20

AZ Average: 43

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops

Kirk Porter Work History

Kirk has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Northstar

2020 - 2020 (< 1 year)

Financial Engines Advisors, L.L.C

2019 - 2020 (1 year)

Brightside Benefit, Inc

2018 - 2019 (1 year)

Northwestern Mutual Investment Services, LLC

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2014 (< 1 year)

First Investors Corporation

2014 - 2018 (4 years)

Learnvest Planning Services

2013 - 2014 (1 year)

First Investors Corporation

2011 - 2013 (2 years)

Iowa State University

2003 - 2014 (11 years)

Rjp Farms

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kirk Porter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northstar Investment Advisory LLC

Michael Pappis
Pittsburgh, PA
Jaisy Prem
Fresno, CA
Christy Matzen
West Hollywood, CA
John Smith
West Hollywood, CA
Gene Thompson
Brockport, NY
Zachary Cornwell
West Hollywood, CA
Shannon Fleener
San Diego, CA
Christopher Pimpo
Peoria, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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