Sara Porter
Investment adviser representative at Kpp Advisory Services LLC
22 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business
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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
- Seminars and workshops
Experience
22 years in the industry.
- Kpp Advisory Services LLCJan 2021 to now
- LPL Financial, LLCOct 2020 to now
- First Savings BankDec 2013 to Jul 2020
- Mccann EricksonSep 2004 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
Kpp Advisory Services LLC
$1.2BAssets managed
3,995Clients
22Advisers
9 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
- 7283249
- Firm CRD
- 289507