Varaphone Potter has been an investment adviser representative at CSP Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
- CSP Financial Group LLCCurrent– present · under a yearBrooklyn Park, MN · Adviser representative · Firm CRD 310819
Investment adviser representative registrations
Varaphone Potter is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- MinnesotaSince 5 March 2026
- TexasSince 5 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 3 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Varaphone Kai Potter
- CRD
- 5432410
- Firm
- CSP Financial Group · CRD 310819
- Office
- Brooklyn Park, MN
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Varaphone Potter work?
Varaphone Potter is an investment adviser representative registered through CSP Financial Group LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Varaphone Potter a financial advisor?
Yes. Varaphone Potter has a current investment-adviser registration in Minnesota and Texas, through CSP Financial Group since March 2026.
How many years of experience does Varaphone Potter have?
Varaphone Potter has 9 years in the financial industry, since March 2017, across 1 adviser firm.
What exams has Varaphone Potter passed?
Varaphone Potter has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in December 2007. FINRA credited Varaphone Potter with the SIE, which began in October 2018.
Where is Varaphone Potter based?
Varaphone Potter’s registered office is in Brooklyn Park, MN.
Is Varaphone Potter registered with FINRA?
No. Varaphone Potter has no current broker registration.
How can I verify Varaphone Potter’s record?
Search CRD 5432410 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Varaphone Potter’s full registration record.
