Kurt Potter
Investment adviser representative at Keudell Morrison Wealth Management, LLC
8 yearsExperience
1 stateRegistered in
$921.5MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Keudell Morrison Wealth Management, LLCDec 2024 to now
- UnemployedSep 2024 to Dec 2024
- Cascade School DistrictAug 2021 to Aug 2024
- StudentAug 2020 to Jun 2021
- Hoffman, Stewart & Schmidt PcJul 2019 to Jul 2020
- StudentAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Keudell Morrison Wealth Management, LLC
$921.5MAssets managed
816Clients
8Advisers
8 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
- 8033364
- Firm CRD
- 292600