PP
Paula D. Porsch
CETERA INVESTMENT ADVISERS LLC
KANSAS CITY, MO 64112
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CRD#: 4423917
PP
Professional summary
Paula Dee Porsch, who also goes by Paula Dee Luth, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Kansas City, Missouri and CETERA ADVISORS LLC located in Kansas City, Missouri.
Paula is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Paula has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paula Dee Luth
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE:06/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: PAULA PORSCH WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, CPA SERVICES, START DATE: 09/2009, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, TRUST AND ESTATE ADMINISTRATION WITH CONSULTATIONS WITH CLIENT'S OTHER PROFESSIONALS; 3. NAME OF OTHER BUSINESS: PAULA PORSCH, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DIVORCE FINANCIALS, START DATE: 09/2014, POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: CERTIFIED DIVORCE FINANCIAL ANALYST - PREPARE FINANCIAL ANALYSIS, BUDGETS, FORECASTS, INCOME ESTIMATES, ETC. FOR PURPOSES OF DIVORCE FINANCIAL SETTLEMENTS.;
CRS (Client Relationship Summary) - RIA
Click below to view Paula Dee Porsch'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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4717 Grand Ave, Suite 240, Kansas City, MO 64112RIA
CRD#: 105644
KANSAS CITY, MO
Current
July 17, 2023 - Present
CETERA ADVISORS LLC
Office #1: 4717 Grand Ave, Suite 240, Kansas City, MO 64112BD
CRD#: 10299
Kansas City, MO
Past
July 17, 2023 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
Kansas City, MO
Past
March 8, 2021 - July 17, 2023
NATIONS FINANCIAL GROUP, INC.
RIA
CRD#: 44181
Kansas City, MO
Past
March 8, 2021 - July 17, 2023
NATIONS FINANCIAL GROUP, INC.
BD
CRD#: 44181
Kansas City, MO
Past
September 20, 2019 - March 11, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
KANSAS CITY, MO
Past
September 2, 2016 - November 2, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
KANSAS CITY, MO
Past
September 2, 2016 - November 2, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
KANSAS CITY, MO
Past
September 1, 2016 - March 11, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
KANSAS CITY, MO
Past
September 1, 2016 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
KANSAS CITY, MO
Past
May 1, 2009 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
KANSAS CITY, MO
Past
May 1, 2009 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
KANSAS CITY, MO
Past
September 7, 2001 - May 5, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
KANSAS CITY, MO
Past
January 1, 2001 - May 5, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
KANSAS CITY, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/17/2023)
RR
Kansas(7/17/2023)
RR
Missouri(7/17/2023)
IAR
Missouri(3/21/2024)
RR
Nebraska(7/17/2023)
RR
North Carolina(1/16/2025)
RR
Oregon(7/17/2023)
RR
Texas(7/17/2023)
IAR
Texas(3/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Kansas City, MO 64112TRUST BUT VERIFY
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