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Louis Jacob Porter

Strategic Wealth Investment Group, LLC

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About Louis Jacob Porter

Louis Jacob Porter is an investment advisor representative at Strategic Wealth Investment Group, LLC. Louis has a Series 7, Series 63, and Series 65 license and is registered in Colorado, Minnesota, Missouri, North Carolina, Oregon, Texas, Virginia, and Wisconsin. Louis's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Louis has over 10 years of experience in the financial services industry and has worked for companies such as Wells Fargo, The Vanguard Group, and Strategic Wealth Designers. Louis has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Louis Porter is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Louis Porter’s Registration & Firm History

NC

01/01/2025 - Present

Strategic Wealth Investment Group, LLC (Charlotte NC)

NC

04/23/2022 - 07/08/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Jacob Porter.
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