Rodney David Potratz
Investment adviser representative at Osaic Wealth, Inc.
23 yearsExperience
14 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Insurance AgentOct 2003 to now
- Stonebridge Financial AdvisorsOct 2003 to now
- Fsc Securities CorporationOct 2003 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CT, FL, IA, IL, MN, MO, NC, OH, PA, TX, VA, WY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2367896
- Firm CRD
- 23131