Jessica Porcelli, financial advisor Middleton WI
93 score

Jessica Porcelli

CRD Number: 6053480
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Jessica Porcelli (CRD# 6053480) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 4 years of experience in the finance industry. Jessica Porcelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Middleton, WI Apr 2013 - Current 3
Sii Investments Madison, WI Mar 2012 - Mar 2013 1
Filbrandt Investment Advisors Middleton, WI Jun 2010 - Mar 2012 1
Va Hosiptal Madison, WI Sep 2008 - May 2010 1
Uw School Of Vet. Med. Madison, WI Jan 2008 - Aug 2008 < 1
Uw-madison Madison, WI Sep 2007 - Jan 2008 < 1
National Construction Management New Berlin, WI Jun 2007 - Sep 2007 < 1
Uw-madison Madison, WI Sep 2006 - May 2007 < 1
Walters Swim Supply Brookfield, WI May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jessica L. Porcelli
Phone Number: 612-376-4777
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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