Kelli Nicole Porter
Investment adviser representative at Tschetter Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tschetter GroupOct 2019 to now
- Ddd Partners dba Tschetter GroupOct 2019 to now
- Purshe Kaplan Sterling InvestmentsOct 2019 to now
- Morgan Stanley Private Bank, N.A.Oct 2018 to Sep 2019
- Morgan Stanley Smith Barney LLCApr 2018 to Sep 2019
- University of WashingtonSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Tschetter Group
Legal name: Ddd Partners, LLC
$2.4BAssets managed
517Clients
15Advisers
7 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
- 6938063
- Firm CRD
- 301548