Stefanie A. Porter

WHITE PINE INVESTMENT CO

Livonia, MI 48152

Some features on this profile are disabled

CRD#: 2748780

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.

Five Needles Estate Planning Services, PLLC is a professional LLC that will offer estate planning and document drafting services beginning 1/1/2023. I am the sole member and resident agent of the law firm. I conduct business from my home address at 16412 Aldrich Ct. Livonia, MI 48154. The expectation is I will spend approximately 8 hours per month on this endeavor and it won't diminish my capacity to serve my clients as their investment advisory representative. This outside business activity has been disclosed to the principals at White Pine Investment Co. on 12/7/2022 prior to engaging in the business.

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

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

CRD#: 20472

ANN ARBOR, MI

Past

September 13, 2016 - October 30, 2017

WELLS FARGO CLEARING SERVICES, LLC

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

CRD#: 25900

CHARLOTTE, NC

Past

March 18, 1998 - October 7, 1999

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

October 10, 1997 - January 6, 1998

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 11, 1996 - October 21, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 11, 1996 - October 21, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/7/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

SEC notice filing (8 States and Territories)

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 Accounts	1,178
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.

Similar Advisors

Bruce Parmenter

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Southgate, MI

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stefanie A. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PACIFIC SELECT DISTRIBUTORS, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EQUITABLE DISTRIBUTORS, LLC

THE HUNTINGTON INVESTMENT COMPANY

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WHITE PINE INVESTMENT CO

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2016

Series 63

Date: 7/7/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2016

Series 6

Date: 7/7/2008

Current Firm

WHITE PINE INVESTMENT CO

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITE PINE INVESTMENT CO

TRUST BUT VERIFY

Similar Advisors