Unclaimed Profile

Richard Dennis Potter

RIVERBRIDGE PARTNERS LLC·MINNEAPOLIS, Minnesota

Clean recordRIVERBRIDGE PARTNERS LLC

1200 IDS CENTER, MINNEAPOLIS, MN 55402CRD# 6148535Firm CRD# 108074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Dennis Potter · MINNEAPOLIS, MN

Registration

CRD #6148535 · RIVERBRIDGE PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Dennis Potter is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with RIVERBRIDGE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RIVERBRIDGE PARTNERS LLC

RIVERBRIDGE

AUM

$7.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIVERBRIDGE PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6148535

Firm CRD# 108074

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Dennis Potter offer?

Richard Dennis Potter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Richard Dennis Potter's credentials?

Richard Dennis Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Dennis Potter located?

Richard Dennis Potter is based in MINNEAPOLIS, Minnesota, working with RIVERBRIDGE PARTNERS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Richard Dennis Potter charge for services?

Richard Dennis Potter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERBRIDGE PARTNERS LLC?

RIVERBRIDGE PARTNERS LLC has approximately 45 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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