Darren Christopher Port

Current Employers

Employment History

• 01/2005 → 05/2017
  Waddell & Reed, Inc.
  Madison, WI
• 03/2005 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Sun Prairie, WI
• 06/2007 → Present
  Priceless Properties, Llc
  Sun Prairie, WI
• 05/2007 → Present
  Dcp Wealth Managers
  Sun Prairie, WI
• 04/2012 → 12/2016
  Business Networking International
  Madison, WI
• 03/2008 → Present
  Home Port, Llc
  Sun Prairie, WI
• 06/2016 → Present
  Tota Vita Financial Associates (Dba)
  Madison, WI
• 08/2016 → 02/2017
  Simpliflde
  Madison, WI
• 06/2017 → Present
  Spire Investment Partners, Llc
  Madison, WI

Previous Registrations

• 2005-02-28 → 2017-05-23
  Waddell & Reed
  Madison, WI
  Waukesha, WI
  Madison, WI
  Madison, WI

Other Businesses

03/2005-PRESENT, VARIOUS INSURANCE CARRIERS, INSURANCE SALES, INSURANCE AGENT; 05/2007-PRESENT, DCP WEALTH MGRS, SUN PRAIRIE, WI, NOT securities related, SOLE PROPRIETORSHIP, SET UP for Non-Variable insurance sales as part of the Tota Vita offering; PAY ADVISOR ASSISTANT, PRESIDENT, 1 HR/MO, 0 HRS DURING SEC TRADING DAILY; 06/2016-PRESENT, TOTA VITA FINANCIAL ASSOCIATES (DBA), MADISON, WI, FINANCIAL ADVISING, INVEST-RELATED, PRESIDENT, 160 HRS/MO, 130 HRS/MO DURING SEC TRADING. 8/2019: D.C.P. Consulting - Provide consulting on business development, growth and community connections. Non-securities related. Less than 5 hours a week with compensation through equity ownership or options. Sorge CPA: 2019 - Strategic partnership with CPA firm. Acting as referral parter to CPA clients for investment advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-28
• S63 Uniform Securities Agent State Law Examination
  2005-02-22

Other Names

• Darren Port