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Josh Potter, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Josh Potter

Financial Advisor

OsborneKlein
5
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Baker College - Associate Degree - Business and Personal Financial Services

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021 - 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2021 - 2024
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021 - 2024

Previous experience

  • Financial Solutions Advisor - Merrill Lynch, 2023 - 2025
  • Financial Advisor - PNC Investments, 2021 - 2023
  • Financial Advisor - Citizens Investment Services, 2020 - 2021

Interests

In my free time, I am passionate about staying active and connected. I love coaching and playing hockey, golfing, and, most importantly, spending time with my family whenever I can.