Paula Porsch
Paula Porsch is a registered investment advisor at Cetera Investment Advisers LLC, based in Kansas City, MO, with 25 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4717 Grand Ave, Suite 240, Kansas City, MO, 64112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paula sells life insurance, fixed annuities, and long-term care as an insurance agent. She also operates Paula Porsch Wealth Management, providing financial and CPA services, and Paula Porsch, offering divorce financial analysis services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Cetera Advisor Networks LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.