Kirk L. Porter

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CRD#: 6069834

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kirk Len Porter, CFP® was a registered financial professional .

Kirk is a previously registered financial professional and started their career in finance in 2013. Kirk had 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"?

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.

RJP Farms, not investment related business, 704 Fletcher St, Thurman, IA 51654, it's a family farm, Vice President, 1/2021 start date, 5 hours/month, 5 hours/month, I help with keeping the books and sometimes will do physical labor if back in Iowa.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

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

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.

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 9/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/2013

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: 9/12/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

(310) 896-8197

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR ADV PART 2A OCTOBER 24, 2025 (10/24/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Kirk L. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LEARNVEST PLANNING SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NORTHSTAR INVESTMENT ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2014

Series 63

Date: 10/1/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2018

Series 6

Date: 9/12/2013

Current Firm

NORTHSTAR INVESTMENT ADVISORY LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NORTHSTAR INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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