Varaphone Kai Potter

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 01/2017
  Allianz Life
  Minneapolis, MN
• 04/2012 → 02/2017
  Questar Capital Corporation
  Minneapolis, MN
• 02/2026 → Present
  Csp Financial Group, Llc
  Scottsdale, AZ
• 03/2019 → Present
  Champion Brokerage Group, Llc
  New Hope, MN
• 07/2018 → 02/2019
  Unemployed
  Brooklyn Park, MN
• 01/2017 → 06/2018
  Wealthvest
  Bozeman, MT

Other Businesses

Champion Brokerage Group LLC; New Hope, MN; Investment Related; President/Independent Insurance Agent; Fixed Insurance Sales; Started 03/2019; 240 hours per month spent on this activity; 0 hours spent during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2007-12-20

Other Names

• Kai Keothammakhoon
• Varaphone Kai Keothammakhoon
• Varaphone Kai Keothammakhoon