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Stefanie Ann Porter

Stefanie A. Porter

WHITE PINE INVESTMENT CO
Livonia, MI 48152
Some features on this profile are disabled
CRD#: 2748780
Stefanie Ann Porter

Professional summary

Stefanie Ann Porter, CFP®, who also goes by Stefanie Ann Nesi, Stefanie Ann Porter, is a registered financial advisor currently at WHITE PINE INVESTMENT CO located in Livonia, Michigan.

Stefanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stefanie has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stefanie Ann Nesi | Stefanie Ann Porter

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefanie Ann Porter's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

April 6, 2022 - Present

WHITE PINE INVESTMENT CO

Office #1: 17199 Laurel Park Dr. North Suite 220, Livonia, MI 48152
RIA
CRD#: 111556
Livonia, MI
Past

February 18, 2021 - March 28, 2022

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

November 2, 2017 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
ANN ARBOR, MI
Past

November 2, 2017 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ANN ARBOR, MI
Past

September 13, 2016 - October 30, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TROY, MI
Past

August 2, 2016 - October 30, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TROY, MI
Past

July 8, 2008 - July 20, 2016

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

March 18, 1998 - October 7, 1999

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

October 10, 1997 - January 6, 1998

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 11, 1996 - October 21, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 11, 1996 - October 21, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO | WHITE PINE INVESTMENT COMPANY

CRD#: 111556 / SEC#: 801-55054

RIA
Registered Investment Advisory firm - (11/21/1997 Approved)

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
Michigan
(4/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/23/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/13/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/7/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WP
WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO | WHITE PINE INVESTMENT COMPANY

CRD#: 111556 / SEC#: 801-55054

RIA
Registered Investment Advisory firm - (11/21/1997 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
17199 Laurel Park Dr North Suite 220, Livonia, MI 48152
Mailing Address
Phone number
(734) 464-2532
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ANNUAL ADV PART II (3/14/2025)

Regulatory assets under management

Total Number of Accounts1,178
AUM (Assets Under Management)$ 465,784,043

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WHITE PINE INVESTMENT CO

CRD#: 111556Livonia, MI 48152

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