Luke Daniel Potter
Investment adviser representative at Md Financial Advisors / Vestment Financial
11 yearsExperience
2 statesRegistered in
$304.3MFirm assets
7 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 feeOther
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.
- Md Financial Advisors / Vestment FinancialApr 2026 to now
- Md Financial / Vestment FinancialJun 2025 to now
- MenardsFeb 2023 to May 2025
- WalmartSep 2022 to Dec 2022
- Olympic PoolsMay 2022 to Sep 2022
- University of Wisconsin - Eau ClaireFeb 2022 to May 2022
- Chili'sNov 2020 to Feb 2022
- Shakopee High SchoolSep 2018 to Nov 2020
- Shakopee West Middle SchoolSep 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Md Financial Advisors / Vestment Financial
Legal name: Vestment Financial LLC
$304.3MAssets managed
478Clients
13Advisers
7 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
- 8242486
- Firm CRD
- 168771