JP
John D. Porter
KCPAG FINANCIAL ADVISORS LLC
EVANSVILLE, IN 47715-8154
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CRD#: 2056139
JP
Professional summary
John David Porter is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Evansville, Indiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. John has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CATHOLIC DIOCESE INVESTMENT POLICY COMMITTEE - REVIEW OF DIOCESE INVESTMENTS - COMMITTEE MEMBER - 1% TIME SPENT 2)PORTER LLC POSITION: OWNER NATURE: FAMILY LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 3167 HICKORY, ELLSTON IA 50074 DESCRIPTION: NONE 3)EAGLENEST INVESTMENTS LLC POSITION: NONE NATURE: FAMILY LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 3167 HICKORY, ELLSTON IA 50074 DESCRIPTION: NONE - MINORITY OWNER
CRS (Client Relationship Summary) - RIA
Click below to view John David Porter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 21, 2001 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 7200 Eagle Crest Blvd., Evansville, IN 47715-8154RIA
CRD#: 117491
EVANSVILLE, IN
Past
September 28, 2005 - May 23, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
EVANSVILLE, IN
Past
August 29, 2000 - October 5, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
May 22, 1990 - February 11, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
Past
May 22, 1990 - February 11, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/28/2012)
IAR
Illinois(1/5/2011)
IAR
Indiana(11/21/2001)
IAR
Kentucky(5/1/2012)
IAR
Louisiana(2/28/2012)
IAR
Texas(3/30/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KF
KCPAG FINANCIAL ADVISORS LLC
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
RIA
Registered Investment Advisory firm - (9/18/2012 Terminated)Arizona
Registered Investment Advisory firm - (11/20/2024 Approved)California
Registered Investment Advisory firm - (7/10/2012 Approved)Florida
Registered Investment Advisory firm - (9/18/2012 Approved)Georgia
Registered Investment Advisory firm - (2/9/2023 Approved)Illinois
Registered Investment Advisory firm - (5/24/2012 Approved)Indiana
Registered Investment Advisory firm - (6/22/2012 Approved)Kentucky
Registered Investment Advisory firm - (4/26/2012 Approved)Louisiana
Registered Investment Advisory firm - (2/27/2012 Approved)Missouri
Registered Investment Advisory firm - (10/21/2015 Approved)North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)Ohio
Registered Investment Advisory firm - (8/26/2025 Approved)Tennessee
Registered Investment Advisory firm - (8/6/2021 Approved)Texas
Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1619 W. Main Street P. O. Box 529, Robinson, IL 62454
Mailing Address
Phone number
(618) 544-4993
Established
Firm type
Fiscal year end
# of Employees
17
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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Company Information
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491Evansville, IN 47715-8154TRUST BUT VERIFY
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