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Matthew Potter

IWEALTH FINANCIAL, LLC·WASECA, Minnesota
SIE, Series 7TO, Series 66Clean record2 years registeredIWEALTH FINANCIAL, LLC
213 15TH AVENUE NE, WASECA, MN 56093CRD# 7492910Firm CRD# 329980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Potter · WASECA, MN
Registration
CRD #7492910 · IWEALTH FINANCIAL, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

IWEALTH
Apr 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · April 5, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IWEALTH FINANCIAL, LLC
CRD 329980 · SEC 801-129824
AUM
$192M
Regulatory assets under management
Employees
7
495 client accounts
Services offered by IWEALTH FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IWEALTH FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Potter offer?
Matthew Potter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WASECA, Minnesota for a consultation.
What are Matthew Potter's credentials?
Matthew Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Potter located?
Matthew Potter is based in WASECA, Minnesota, working with IWEALTH FINANCIAL, LLC. Their office serves clients in the WASECA metropolitan area and surrounding communities.
How does Matthew Potter charge for services?
Matthew Potter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IWEALTH FINANCIAL, LLC?
IWEALTH FINANCIAL, LLC has approximately 7 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IWEALTH FINANCIAL, LLC

Bradley Edward Connors
WASECA, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
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Research
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