Matthew Potter is listed as Chief Compliance Officer at Iwealth Financial, LLC in Waseca, MN. Form ADV reports a beneficial ownership band of Under 5%. Matthew Potter is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Iwealth Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Potter work?
Matthew Potter is listed as Chief Compliance Officer at Iwealth Financial, LLC on SEC Form ADV.
How much of Iwealth Financial, LLC does Matthew Potter own?
Form ADV reports a beneficial ownership band of Under 5%.