Unclaimed Profile

Stefanie Ann Porter

WHITE PINE INVESTMENT COMPANY·LIVONIA, Michigan

Clean recordWHITE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stefanie Ann Porter is a registered financial advisor based in LIVONIA, Michigan, affiliated with WHITE PINE INVESTMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WHITE PINE INVESTMENT COMPANY

WHITE PINE INVESTMENT CO

AUM

$405M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITE PINE INVESTMENT COMPANY →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2748780

Firm CRD# 111556

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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