Unclaimed Profile

Stefanie Ann Porter

WHITE PINE INVESTMENT COMPANY·LIVONIA, Michigan

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record10 years registeredWHITE PINE INVESTMENT COMPANY

17199 LAUREL PARK DR NORTH, LIVONIA, MI 48152CRD# 2748780Firm CRD# 111556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stefanie Ann Porter · LIVONIA, MI

Registration

CRD #2748780 · WHITE PINE INVESTMENT COMPANY · 10 years registered

Brand Profile

Not yet started

Career History

WHITE PINE INVESTMENT CO

Apr 2022 – present

ADVICE AND PLANNING SERVICES

Nov 2017 – Nov 2020

ANN ARBOR, MI

WELLS FARGO CLEARING SERVICES, LLC

Aug 2016 – Oct 2017

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 2, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITE PINE INVESTMENT COMPANY

CRD 111556 · SEC 801-55054

AUM

$405M

Regulatory assets under management

Employees

1,070 client accounts

Services offered by WHITE PINE INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WHITE PINE INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Stefanie Ann Porter offer?

Stefanie Ann Porter specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LIVONIA, Michigan for a consultation.

What are Stefanie Ann Porter's credentials?

Stefanie Ann Porter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stefanie Ann Porter located?

Stefanie Ann Porter is based in LIVONIA, Michigan, working with WHITE PINE INVESTMENT COMPANY. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.

How does Stefanie Ann Porter charge for services?

Stefanie Ann Porter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITE PINE INVESTMENT COMPANY?

WHITE PINE INVESTMENT COMPANY has approximately 6 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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