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Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Prineville, OR
Money Concepts Capital Corp
Enterprise
Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.
Based on Money Concepts Capital Corp
Based on Money Concepts Capital Corp
$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program
Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency
Consulting fees negotiated client-by-client; not to exceed $450/hour
Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000
Prineville, OR
Prineville OR
Advisors at this office
1
Oregon
25 years of industry experience
Money Concepts Capital Corp.
2019 - Present • 7 years
Palm Beach Gardens, FL
DFP Financial & Consulting
2019 - Present • 7 years
San Diego, CA
Sorrento Pacific, LLC
2019 - 2019 • 1 year
San Diego, CA
CUSO Financial Services, Lp
2014 - 2019 • 5 years
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Powell Butte, OR
LPL Financial
Anders Ramstad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, where he spent 15 years. In addition to his advisory role, he is a managing member of Finity Group LLC and holds copyrights to the publication "Financial Planning Basics for Doctors." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.
CFP®, Series 66
Prineville, OR
Edward Jones
Oliver Wisseman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Veada Industries and Goshen College, alongside 18 years in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Series 63, Series 65
Prineville, OR
LPL Financial
Lisa Solomon Kelso is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has worked at LPL Financial since 2019 and was previously with Wells Fargo Advisors and Wells Fargo Clearing for a combined 12 years. Outside of advisory work, she is involved with Kelso Land Surveying LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.
Series 66
Prineville, OR
Edward Jones
Megan Layne is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Publicis Groupe - Blue 449, Insight Global, and Nordstrom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Prineville, OR
Edward Jones
Darrel Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. He serves as a board member for Western Christian School in Salem, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large network of financial advisors and branch offices nationwide.
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