Katherine Laine Porter

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2025 → Present
  Principal Life Insurance Company
  Fort Collins, CO
• 05/2025 → Present
  Principal Securities, Inc.
  Des Moines, IA
• 06/2021 → 07/2025
  Lockheed Martin
  Littleton, CO
• 12/2019 → 06/2021
  Genesis Health Clubs
  Fort Collins, CO
• 05/2016 → 12/2019
  Buttercream Cupcakery
  Fort Collins, CO
• 08/2013 → 05/2017
  Fossil Ridge High School
  Fort Collins, CA
• 01/2026 → Present
  Mko Financial
  Fort Collins, CO

Other Businesses

INSURANCE / MKO Financial (DBA) POSITION: Agent NATURE: Life Insurance/Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/04/2026 ADDRESS: 4823 Kitchell Way, Suite B, Fort Collins CO 80524, United States DESCRIPTION: Fixed insurance: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15

Other Names

• Katherine Laine
• Katherine Elizabeth Laine