Rodney Potratz (CRD# 2367896) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Laguna Beach, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Laguna Beach, CA | Nov 2023 - Current | < 1 |
| Insurance Agent | West Des Moines, IA | Oct 2003 - Current | 20 |
| Stonebridge Financial Advisors | West Des Moines, IA | Oct 2003 - Current | 20 |
| Fsc Securities Corporation | West Des Moines, IA | Oct 2003 - Nov 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
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.
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
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