John
Potter

Cuso Financial Services, L.P

CRD#2169418
Investment Advisor
in Boise, ID

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Boise, ID

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

ID Average: $7,578,581,321
Total Number of Employees

726

ID Average: 43
Total Number of Accounts

18,783

ID Average: 3,727
Average Account Size

$177,302

ID Average: $2,033,427

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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.

2019 - Present (3 years)

Cuso Financial Services, Lp

2017 - 2017 (< 1 year)

Cetera Investment Advisers LLC

2017 - 2019 (2 years)

Massmutual Life Insurance Company

2017 - 2019 (2 years)

Mml Investors Services

2015 - 2017 (2 years)

Cetera Investment Services LLC

2015 - 2017 (2 years)

Bank Of The Cascades

2014 - 2015 (1 year)

Aigfn

2010 - 2014 (4 years)

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

Aimee Marden
Hadley, MA
Teresa Folkins
San Diego, CA
Johnathan Stackhouse
Columbia, SC
Kurtis Kimura
Honolulu, HI
Steven Hefele
Whitehall, PA
Tonya Harper
Aurora, CO
Michael Lew
San Diego, CA
Leonard Ludovico
Belmar, NJ

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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