Stefanie
Porter
White Pine Investment Co
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About this Advisor
Stefanie Porter is a certified financial planner who works out of Livonia, Michigan with a total of 1 year of industry experience. Porter currently works for White Pine Investment Co. During their career, Porter has held roles at Wells Fargo Clearing Services, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Pacific Life Distributors, White Pine Investment Company and Axa Distributors LLC. Porter has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Michigan. White Pine Investment Co is an advisory company that has its headquarters in Livonia, MI. It manages $347 million in assets under management across its 872 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 872 client accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules vary depending on the financial services offered. However, fee types billed by White Pine Investment Co typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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White Pine Investment Co Brokerage Details
$347,445,967
6
872
$398,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stefanie Porter Work History
Stefanie has been registered as a financial advisor for 1 years.*
White Pine Investment Company
Pacific Life Distributors
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Clearing Services, LLC
Axa Distributors LLC
*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 Stefanie 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 White Pine Investment Co
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
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.
