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Our financial advice team


Robert Potter Ameriprise Financial Advisor

Robert Potter

MS, CRPC®

Private Wealth Advisor

Managing Director
Tru Insight Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Employee Stock Options
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies

Interests

Spending time with my family

Helping individuals reach their goals

Travel

Golf

Community participation

Ameriprise National Day of Service 2018, Forgotten Harvest Farm

Ameriprise National Day of Service 2017, Gleaners Food Bank

Ameriprise National Day of Service 2016,Forgotten Harvest

Ameriprise Natioanal Day of Service 2015, Gleaners Food Bank

Ameriprise National Day of Service 2014, Forgotten Harvest

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2017
  • Ameriprise Circle of Success, 2014
  • Ameriprise Chairman's Advisory Council, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Master of Science In Administration, Central Michigan University 2000
  • BA, Political Science, Oakland University 1996
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