Todd D. Porterfield

FAIRCHILD CAPITAL

Portland, OR 97239

CRD#: 2993639

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Professional summary

Todd Duane Porterfield, CFP® is a registered financial advisor currently at FAIRCHILD CAPITAL LLC located in Portland, Oregon.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Todd has worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

Core Areas of Focus

Baby Boomers

Generation X

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Biography

A self-proclaimed financial Nerd, the planning profession satisfies my analytical mindset, and it is thoroughly rewarding to work directly with families to help them reach financial independence. 

Everyone has a different path with their lives and money. Some are so passionate about their profession they may slow down but never stop. Others are ready to transition as soon as possible. I am energized by these stores and helping families make the best financial decisions. .

Question & Answer

What are your service offerings?

Insurance Planning

Small Business Planning

Retirement Planning

Estate Planning

Retirement Income Management

Comprehensive Financial Planni...

Investment Planning

Employee and Employer Plan Ben...

Tax Planning

What is your minimum asset requirement?

250K

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Duane Porterfield'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: 2016

Experience

Current

August 14, 2018 - Present

FAIRCHILD CAPITAL LLC

Office #1: 5603 Sw Hood Ave, Portland, OR 97239

RIA

CRD#: 298428

Portland, OR

Past

January 6, 2016 - October 4, 2018

CLARITY WEALTH DEVELOPMENT, LLC

RIA

CRD#: 155103

Portland, OR

Past

May 8, 2014 - December 31, 2016

FAIRCHILD CAPITAL LLC

RIA

CRD#: 170387

PORTLAND, OR

Past

January 3, 2011 - March 19, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

PORTLAND, OR

Past

January 3, 2011 - March 19, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PORTLAND, OR

Past

April 19, 2005 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

PORTLAND, OR

Past

April 19, 2005 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

PORTLAND, OR

Past

August 19, 2004 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

December 10, 2003 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

January 16, 2001 - December 18, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 16, 2001 - December 18, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

August 17, 2000 - November 29, 2000

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

February 4, 1998 - January 13, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 4, 1998 - January 13, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(2/10/2021)

IAR

Oregon
(8/14/2018)

IAR

Texas
(7/22/2020)

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: 3/18/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/3/1998

General Securities Representative Examination

Current Firm

FAIRCHILD CAPITAL LLC

CRD#: 298428 / SEC#: 801-135390

California

Registered Investment Advisory firm - (2/10/2021 Approved)

Oregon

Registered Investment Advisory firm - (8/20/2018 Approved)

Texas

Registered Investment Advisory firm - (7/21/2020 Conditional Restricted)

PREMIUM

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Contact information

Main Address

5603 Sw Hood Ave, Portland, OR 97239

Mailing Address

Phone number

(503) 828-3796

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (1/23/2026)

PART 2B TODD PORTERFIELD (1/22/2026)

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 102,789,935

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Todd D. Porterfield

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Duane Porterfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY WEALTH DEVELOPMENT, LLC

FAIRCHILD CAPITAL LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2004

Series 63

Date: 2/6/1998

Series 7

Date: 2/3/1998

Current Firm

FAIRCHILD CAPITAL LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAIRCHILD CAPITAL LLC

TRUST BUT VERIFY

Contact information

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