Kelli N. Porter

TSCHETTER GROUP

Bellevue, WA 98004

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CRD#: 6938063

Professional summary

Kelli Nicole Porter, CFP®, who also goes by Kelli Nicole Kingma, is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelli has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelli Nicole Kingma

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. DDD Partners dba Tschetter Group. Investment Related. 305 108th Ave NE, Suite 102, Bellevue, WA 98004. Wealth Management. Financial Planner. Start 10/2019. 160 hours per month, 130 during trading. Non-Producing registered representative focused on financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Nicole 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

Start date: 2021

Experience

Current

October 2, 2019 - Present

TSCHETTER GROUP

Office #1: 2155 112th Ave Ne, Bellevue, WA 98004

RIA

CRD#: 301548

Bellevue, WA

Past

October 10, 2019 - January 4, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bellevue, WA

Past

June 16, 2018 - September 25, 2019

MORGAN STANLEY

RIA

CRD#: 149777

SEATTLE, WA

Past

May 3, 2018 - September 25, 2019

MORGAN STANLEY

CRD#: 149777

SEATTLE, WA

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".

TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA

Registered Investment Advisory firm - (5/1/2019 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

Washington
(10/2/2019)

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: 6/16/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2018

General Securities Representative Examination

Current Firm

TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA

Registered Investment Advisory firm - (5/1/2019 Approved)

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Contact information

Main Address

2155 112th Ave Ne, Bellevue, WA 98004

Mailing Address

Phone number

(425) 998-9960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TSCHETTER GROUP ADV 2A 10.16.2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	1,330
AUM (Assets Under Management)	$ 2,137,933,323

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/19/2025	Cover Page	Report
02/19/2025	Cover Page	Report

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

Kelli N. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Nicole Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

TSCHETTER GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/3/2018

Current Firm

TSCHETTER GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TSCHETTER GROUP

TRUST BUT VERIFY

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