KP
CFP
KP
CFP

Kelli Nicole Porter

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2155 112th Ave Ne, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kelli works as a non-producing registered representative focused on financial planning for DDD Partners dba Tschetter Group since 2019. This wealth management role takes nearly full-time hours.

Employment History
Current Registrations
Tschetter Group
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - January 2022 · 2 yrs 3 mos
Morgan Stanley
June 2018 - September 2019 · 1 yr 3 mos
Morgan StanleyBroker
May 2018 - September 2019 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.