John
Potter
Cuso Financial Services, L.P
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About this Advisor
John Potter is a financial advisor based out of Boise, Idaho, with 10 years of work experience. Potter works at Cuso Financial Services, L.P. Throughout their career, they have worked at Allstate Insurance Co, Aigfn, Cetera Investment Services LLC, Bank Of The Cascades, Cetera Investment Advisers LLC, Massmutual Life Insurance Company, Mml Investors Services and Cuso Financial Services, Lp. Potter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Idaho. Cuso Financial Services, L.P is a firm operating in Boise, Idaho. The company has offices in 927 locations and a total of 726 advisors. It manages $3 billion in total assets among its 18,783 accounts, placing it among the largest firms in the United States by assets under management. Of its 18,783 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Cuso Financial Services, L.P offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on which service is offered. Fees charged by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cuso Financial Services, L.P Brokerage Details
$3,330,268,306
726
18,783
$177,302
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Potter Work History
John has 10 years of experience.
Cuso Financial Services, Lp
Cetera Investment Advisers LLC
Massmutual Life Insurance Company
Mml Investors Services
Cetera Investment Services LLC
Bank Of The Cascades
Aigfn
Allstate Insurance Co
Disclosures
John Potter has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
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Whitehall, PA
Aurora, CO
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.