Michael
Potter

Gradient Securities, LLC

CRD#7335024
Investment Advisor
in Saint Paul, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Potter is a financial advisor based in Saint Paul, Minnesota, working with Gradient Securities, LLC. Michael has previously held positions at O'Neill Asset Management, LLC, Gradient Securities, LLC, Vanderploeg Bergakker & Associates, Bdo, and Ozinga. Michael has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Michael is part of Gradient Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4105 Lexington Avenue N Suite 380
Saint Paul, MN 55126

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Gradient Securities, LLC Brokerage Details

Total Assets Under Management

$475,170,843

MN Average: $5,289,111,388
Total Number of Employees

62

MN Average: 157
Total Number of Accounts

6,625

MN Average: 8,262
Average Account Size

$71,724

MN Average: $640,173

Investment Advisory Services

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

Michael Potter Work History

2023 - Present (2 years)

Gradient Securities, LLC

2020 - Present (5 years)

O'Neill Asset Management, LLC

2017 - 2020 (3 years)

Vanderploeg Bergakker & Associates

2016 - 2017 (1 year)

Bdo

2016 - 2016 (< 1 year)

Bdo

2016 - 2016 (< 1 year)

Bdo

2014 - 2015 (1 year)

Ozinga

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Potter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gradient Wealth Management

Lindsay Tran
Saint Paul, MN
Roger Tennyson
Saint Paul, MN
Jamie Jochum
Saint Paul, MN
Christina Kruize
Saint Paul, MN
Michael Potter
Saint Paul, MN
Forrest Patterson
Hurst, TX
Steve Kim
Saint Paul, MN
Wendall Corley
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started