SA
Stefanie Ann Porter
CRD 2748780
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| White Pine Investment Company | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
White Pine Investment Company
Partner, Chief Compliance Officer · 10% – 25% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗