Kirk Len Porter

Employer firm

Northstar Investment Advisory LLC CRD 315965

Reported services (Item 5G)

• Financial planning
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 06/2018
  Learnvest Planning Services
  Scottsdale, AZ
• 08/2018 → 06/2019
  Northwestern Mutual Investment Services, Llc
  Scottsdale, AZ
• 07/2018 → 06/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2020 → 12/2020
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA
• 07/2019 → 10/2019
  Unemployed
  Scottsdale, AZ
• 10/2019 → 04/2020
  Brightside Benefit, Inc.
  Chandler, AZ
• 04/2020 → 08/2020
  Unemployed
  Scottsdale, AZ
• 12/2020 → Present
  Northstar
  Scottsdale, AZ

Previous Registrations

• 2022-04-08 → 2025-09-11
  Northstar Investment Advisory Llc
  Scottsdale, AZ
• 2020-09-04 → 2020-12-23
  Edelman Financial Engines
  Phoenix, AZ
• 2018-08-16 → 2019-07-01
  Northwestern Mutual Investment Services, Llc
  Scottsdale, AZ
  Milwaukee, WI
• 2015-01-21 → 2018-06-07
  Learnvest Planning Services, Llc
  Scottsdale, AZ

Other Businesses

RJP Farms, not investment related business, 704 Fletcher St, Thurman, IA 51654, it's a family farm, Vice President, 1/2021 start date, 5 hours/month, 5 hours/month, I help with keeping the books and sometimes will do physical labor if back in Iowa.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-10
• S63 Uniform Securities Agent State Law Examination
  2013-10-01

Designations

• Certified Financial Planner