CP
CP

Cathryn Maure Porter

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
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Location

134 West Main Street, Suite 100, Brighton, MI, 48116

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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 ActivitiesSells Insurance

Cathryn works as an office manager for Bradford Financial Advisors, a financial advisory firm, dedicating about 20% of her time. She is also an insurance agent selling life insurance and assists in the creation of trusts for clients, spending minimal time on these activities. Cathryn is also the owner of CMP Tax Management LLC, where she does tax preparation and filing.

Employment History
Current Registrations
Hbw Advisory Services LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
October 2021 - December 2023 · 2 yrs 2 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
Cathryn Maure Porter - Financial Advisor | TrueAdvisor