Roger Allan Potter
Investment adviser representative at Balanced Wealth Group LLC
11 yearsExperience
1 stateRegistered in
$494.1MFirm assets
2 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
Experience
11 years in the industry.
- Balanced Wealth Group LLCNov 2023 to now
- Ameriprise Financial Services, Inc.Jul 2015 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Balanced Wealth Group LLC
$494.1MAssets managed
498Clients
5Advisers
2 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
- 4548188
- Firm CRD
- 328007