Lebeau Potgieter (CRD# 4918906) is an Investment Advisor Representative working at Avantax Advisory Services in Ashland, OR and has over 3 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4274774
Seacrest Wealth Management, LLC
CRD# 6591485
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Suttons Bay, MI | Mar 2021 - Current | 3 |
| Avantax Investment Services, Inc. | Suttons Bay, MI | Mar 2021 - Current | 3 |
| Avantax Advisory Services | Suttons Bay, MI | Mar 2021 - Current | 3 |
| Fortress Financial | Ashland, OR | Mar 2021 - Current | 3 |
| Voya Financial Advisors, Inc. | Traverse City, MI | Dec 2020 - Mar 2021 | < 1 |
| Avantax Insurance Agency, LLC | Ashland, OR | Sep 2017 - Dec 2020 | 3 |
| Avantax Investment Services, Inc. | Ashland, OR | Jun 2017 - Dec 2020 | 3 |
| Jack D. Gibbs, Ltd | Ashland, OR | Jun 2017 - Dec 2020 | 3 |
| Unemployed | Ashland, OR | Apr 2016 - May 2017 | 1 |
| Unemployed | Ashland, OR | Jan 2016 - Mar 2016 | < 1 |
| The Artisan Project | Ashland, OR | Sep 2015 - Jan 2016 | < 1 |
| Voya Financial Advisors, Inc. | Spring Lake, MI | Jul 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- MI
- OR
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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