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KP

Kirk L. Porter

NORTHSTAR INVESTMENT ADVISORY
Scottsdale, AZ
CRD#: 6069834
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KP
Kirk Len PorterNORTHSTAR INVESTMENT ADVISORY

Professional summary

Kirk Len Porter, CFP® is a registered financial advisor currently at NORTHSTAR INVESTMENT ADVISORY LLC located in Scottsdale, Arizona.

Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kirk has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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 Kirk Len 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

Experience

Current

May 14, 2026 - Present

NORTHSTAR INVESTMENT ADVISORY LLC

RIA
CRD#: 315965
Scottsdale, AZ
Past

April 8, 2022 - September 11, 2025

NORTHSTAR INVESTMENT ADVISORY LLC

RIA
CRD#: 315965
Scottsdale, AZ
Past

September 4, 2020 - December 23, 2020

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
PHOENIX, AZ
Past

September 12, 2018 - July 1, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Milwaukee, WI
Past

August 16, 2018 - July 1, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Milwaukee, WI
Past

January 21, 2015 - June 7, 2018

LEARNVEST PLANNING SERVICES, LLC

RIA
CRD#: 162453
SCOTTSDALE, AZ
Past

September 12, 2013 - May 12, 2014

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
PHOENIX, AZ

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".
NI
NORTHSTAR INVESTMENT ADVISORY LLC
NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA
Registered Investment Advisory firm - (12/7/2021 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
Arizona
(5/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/2013
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: 9/12/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/12/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NI
NORTHSTAR INVESTMENT ADVISORY LLC
NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA
Registered Investment Advisory firm - (12/7/2021 Approved)
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Contact information

Main Address
8605 Santa Monica Blvd Pmb 65044, West Hollywood, CA 90069
Mailing Address
Phone number
(708) 306-9566
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHSTAR INVESTMENT ADVISORY ADV PART 2A FEBRUARY 2026 (2/10/2026)

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

NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965Scottsdale, AZ

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