Paula Dee Porsch

Current Employers

Employment History

• 05/2009 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 05/2009 → 09/2016
  Vsr Advisory Services, Inc
  Overland Park, KS
• 09/2009 → Present
  Paula Porsch Wealth Management
  Kansas City, MO
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Kansas City, MO
• 09/2016 → 03/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → 03/2021
  Cetera Advisor Networks Llc
  Kansas City, MO
• 03/2021 → 07/2023
  Nations Financial Group, Inc.
  Kansas City, MO
• 09/2014 → Present
  Paula Porsch
  Kansas City, MO
• 07/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-03-08 → 2023-07-17
  Nations Financial Group, Inc.
  Kansas City, MO
  Cedar Rapids, IA
• 2016-09-01 → 2021-03-11
  Summit Financial Group Inc
  Kansas City, MO
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Overland Park, KS
  Topeka, KS
  Kansas City, MO
• 2009-05-01 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Kansas City, MO
• 2001-01-01 → 2009-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
  Kansas City, MO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE:06/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: PAULA PORSCH WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, CPA SERVICES, START DATE: 09/2009, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, TRUST AND ESTATE ADMINISTRATION WITH CONSULTATIONS WITH CLIENT'S OTHER PROFESSIONALS; 3. NAME OF OTHER BUSINESS: PAULA PORSCH, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DIVORCE FINANCIALS, START DATE: 09/2014, POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: CERTIFIED DIVORCE FINANCIAL ANALYST - PREPARE FINANCIAL ANALYSIS, BUDGETS, FORECASTS, INCOME ESTIMATES, ETC. FOR PURPOSES OF DIVORCE FINANCIAL SETTLEMENTS.;

Exams

• S66 Uniform Combined State Law Examination
  2001-09-27

Other Names

• Paula Dee Luth