Kurt Potter has been an investment adviser representative at Keudell Morrison Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Kurt Potter holds a B.S. in Accounting from Linfield University.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Kurt Potter is Investment Advisor Representative of Keudell Morrison Wealth Management, based in Salem, OR. His professional background includes public accounting and education. At the firm, he works closely with families and individuals to develop personalized financial strategies through planning, disciplined investing and long-term wealth management.
- – present · 1 yearSalem, OR · Adviser representative · Firm CRD 292600
Investment adviser representative registrations
Kurt Potter is registered as an investment adviser representative in Oregon, since June 2025.
- OregonSince 26 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8033364
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Kurt Potter work?
Kurt Potter is an investment adviser representative registered through Keudell Morrison Wealth Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kurt Potter a financial advisor?
Yes. Kurt Potter has a current investment-adviser registration in Oregon, through Keudell Morrison Wealth Management since June 2025.
How many years of experience does Kurt Potter have?
Kurt Potter has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Kurt Potter passed?
Kurt Potter passed the Series 65 in June 2025.
Where is Kurt Potter based?
Kurt Potter’s registered office is in Salem, OR.
Is Kurt Potter registered with FINRA?
No. Kurt Potter has no current broker registration.
How can I verify Kurt Potter’s record?
Search CRD 8033364 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Potter’s full registration record.
