Unclaimed Profile

John Carl Potter

CORTINA ASSET MANAGEMENT, LLC·MILWAUKEE, Wisconsin

Series 6, Series 65Clean record24 years registeredCORTINA ASSET MANAGEMENT, LLC

825 NORTH JEFFERSON STREET, MILWAUKEE, WI 53202CRD# 2521638Firm CRD# 131394

Profile Verification

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

Identity

John Carl Potter · MILWAUKEE, WI

Registration

CRD #2521638 · CORTINA ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORTINA ASSET MANAGEMENT, LLC

SILVERCREST ASSET MANAGEMENT GROUP LLC

Aug 2019 – Feb 2026

Milwaukee, WI

CORTINA ASSET MANAGEMENT, LLC

May 2004 – Jul 2019

MILWAUKEE, WI

U.S. BANCORP ASSET MANAGEMENT, INC.

Jan 2002 – Apr 2004

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · January 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORTINA ASSET MANAGEMENT, LLC

CRD 131394 · SEC 801-63066

AUM

$1.7B

Regulatory assets under management

Employees

50 client accounts

Services offered by CORTINA ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CORTINA ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Carl Potter offer?

John Carl Potter specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are John Carl Potter's credentials?

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

Where is John Carl Potter located?

John Carl Potter is based in MILWAUKEE, Wisconsin, last registered with CORTINA ASSET MANAGEMENT, LLC.

How does John Carl Potter charge for services?

John Carl Potter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORTINA ASSET MANAGEMENT, LLC?

CORTINA ASSET MANAGEMENT, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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