Michael William Porter

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2016 → 05/2017
  Travel & Volunteerism
  Udaipur
• 05/2017 → 09/2017
  Travel
  Various Locations
• 09/2017 → 09/2021
  Full Time University Student
  Sheffield
• 09/2021 → 08/2022
  Notre Dame High School
  Sheffield
• 09/2022 → 08/2023
  Notre Dame High School
  Sheffield
• 08/2023 → 12/2023
  Travel
  Victoria, MN
• 12/2023 → 09/2024
  Ameriprise Financial Dba Confetti Wealth
  Minneapolis, MN
• 09/2024 → 03/2026
  Cahill Financial Advisors
  Edina, MN
• 08/2016 → 11/2016
  Unemployed
  Durham
• 03/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-06-10 → 2026-03-07
  Cahill Financial Advisors, Inc.
  Edina, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-09