Potter Financial Solutions, Inc.

Potter Financial Solutions, Inc. (CRD# 113957) is a financial advisory firm headquartered in , . They manage $28,601,102 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $117,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Potter Financial Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert B. Potter
CRD#: 1155422
Westminster, CO
96
Wealthminder
score

Robert Potter (CRD# 1155422) is an Investment Advisor Representative working at Potter Financial Solutions, Inc. in Westminster, CO and has over 33 years of experience in the finance industry. Robert Potter 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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