Stefanie Ann Porter
Investment adviser representative at White Pine Investment Co
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$532.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- White Pine Investment CompanyMar 2022 to now
- Pacific Life DistributorsFeb 2021 to Mar 2022
- TIAAOct 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCOct 2017 to Nov 2020
- Wells Fargo Clearing Services, LLCJul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
White Pine Investment Co
Legal name: White Pine Investment Company
$532.3MAssets managed
355Clients
3Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2748780
- Firm CRD
- 111556