DP
Darren C. Port
SPIRE WEALTH MANAGEMENT
Madison, WI 53718
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CRD#: 4911903
DP
Professional summary
Darren Christopher Port, who also goes by Darren Port, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Madison, Wisconsin and SPIRE SECURITIES, LLC located in Madison, Wisconsin.
Darren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Darren has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darren Port
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.
03/2005-PRESENT, VARIOUS INSURANCE CARRIERS, INSURANCE SALES, INSURANCE AGENT; 05/2007-PRESENT, DCP WEALTH MGRS, SUN PRAIRIE, WI, NOT securities related, SOLE PROPRIETORSHIP, SET UP for Non-Variable insurance sales as part of the Tota Vita offering; PAY ADVISOR ASSISTANT, PRESIDENT, 1 HR/MO, 0 HRS DURING SEC TRADING DAILY; 06/2016-PRESENT, TOTA VITA FINANCIAL ASSOCIATES (DBA), MADISON, WI, FINANCIAL ADVISING, INVEST-RELATED, PRESIDENT, 160 HRS/MO, 130 HRS/MO DURING SEC TRADING. 8/2019: D.C.P. Consulting - Provide consulting on business development, growth and community connections. Non-securities related. Less than 5 hours a week with compensation through equity ownership or options. Sorge CPA: 2019 - Strategic partnership with CPA firm. Acting as referral parter to CPA clients for investment advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Christopher Port'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
June 1, 2017 - Present
SPIRE WEALTH MANAGEMENT, LLC
Office #1: 4626 South Biltmore Lane, Madison, WI 53718RIA
CRD#: 113908
Madison, WI
Current
June 1, 2017 - Present
SPIRE SECURITIES, LLC
Office #1: 4626 S. Biltmore Lane, Madison, WI 53718BD
CRD#: 144131
Madison, WI
Past
February 28, 2005 - May 23, 2017
WADDELL & REED
RIA
CRD#: 866
MADISON, WI
Past
February 22, 2005 - May 23, 2017
WADDELL & REED
BD
CRD#: 866
MADISON, WI
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".
SW
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
RIA
Registered Investment Advisory firm - (8/17/2001 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
Alabama(4/27/2023)
RR
Arizona(6/30/2017)
RR
California(6/1/2017)
RR
Colorado(9/13/2017)
RR
Florida(10/16/2017)
RR
Illinois(10/6/2021)
RR
Iowa(8/16/2019)
RR
Maryland(5/7/2024)
RR
Michigan(9/2/2025)
RR
Minnesota(6/4/2017)
IAR
Minnesota(12/18/2018)
RR
Mississippi(4/28/2023)
RR
North Dakota(6/24/2024)
RR
Ohio(6/19/2017)
RR
South Dakota(7/8/2024)
RR
Texas(4/28/2023)
RR
Wisconsin(6/1/2017)
IAR
Wisconsin(6/1/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
RIA
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Contact information
Main Address
7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Mailing Address
7901 Jones Branch Drive Suite 800, Mclean, VA 22102
Phone number
(703) 657-6060
Established
Firm type
Fiscal year end
# of Employees
165
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,808 |
| AUM (Assets Under Management) | $ 4,617,171,037 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
