linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger Allan Potter

Balanced Wealth Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger Allan Potter

Roger Allan Potter is a financial advisor with over 20 years of experience in the financial services industry. Roger is currently registered with Balanced Wealth Group LLC, based in Westlake, Ohio. He provides a wide range of financial services to individual clients, including financial planning, portfolio management, and investment advisory services. Roger has earned Series 7 and Series 66 licenses, and Series 26 Principal's license. He has held previous positions at Ameriprise Financial Services, LLC and Farmers Financial Solutions, LLC.

Firm Information

Roger Potter is currently registered with Balanced Wealth Group LLC. Balanced Wealth Group LLC is a financial advisor headquartered in WESTLAKE, OH, with over $419.91 million in regulatory assets under management. The firm has 6 licensed agents and investment advisor representatives, serving a diverse clientele including high-net-worth individuals, corporations, and charitable organizations. They offer financial planning, portfolio management, and selection of other advisors. Balanced Wealth Group LLC is committed to providing a holistic approach to wealth management, helping clients achieve their financial goals through personalized strategies.
Balanced Wealth Group LLC

1991 CROCKER ROAD

WESTLAKE, OH 44145

$419.91M

Assets Under Management

14

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Potter’s Registration & Firm History

OH

11/02/2023 - Present

Balanced Wealth Group LLC (WESTLAKE OH)

OH

07/07/2015 - 11/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Sandusky OH)

OH

05/22/2012 - 07/10/2015

FARMERS FINANCIAL SOLUTIONS, LLC (Maumee OH)

OH

09/09/2002 - 03/13/2012

AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)

MN

09/09/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Roger Allan Potter is right for you?

Licenses & Designations

BOTH

Issued 08/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Allan Potter.
Not sure if Roger Allan Potter is right for you?