Darren Port (CRD# 4911903) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Madison, WI and has over 19 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Investment Partners, LLC | Madison, WI | Jun 2017 - Current | 6 |
| Tota Vita Financial Associates (dba) | Madison, WI | Jun 2016 - Current | 7 |
| Home Port, LLC | Sun Prairie, WI | Mar 2008 - Current | 16 |
| Priceless Properties, LLC | Sun Prairie, WI | Jun 2007 - Current | 16 |
| Dcp Wealth Managers | Sun Prairie, WI | May 2007 - Current | 17 |
| Various Insurance Carriers For W&r Insurance Agencies | Sun Prairie, WI | Mar 2005 - Current | 19 |
| Waddell & Reed, Inc. | Madison, WI | Jan 2005 - May 2017 | 12 |
| Simpliflde | Madison, WI | Aug 2016 - Feb 2017 | < 1 |
| Business Networking International | Madison, WI | Apr 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- WI
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Total Assets Under Management4,778MILLIONS
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Total Number of Accounts15,951ACCOUNTS
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Average Account Value$299,526
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