Lebeau Potgieter

Current Employers

Employment History

• 06/2017 → 12/2020
  Avantax Investment Services, Inc.
  Ashland, OR
• 09/2017 → 12/2020
  Avantax Insurance Agency, Llc
  Ashland, OR
• 06/2017 → 12/2020
  Jack D. Gibbs, Ltd
  Ashland, OR
• 12/2020 → 03/2021
  Voya Financial Advisors, Inc.
  Traverse City, MI
• 03/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Suttons Bay, MI
• 03/2021 → 09/2025
  Avantax Investment Services, Inc.
  Suttons Bay, MI
• 03/2021 → 09/2025
  Avantax Advisory Services
  Suttons Bay, MI
• 03/2021 → Present
  Fortress Financial
  Ashland, OR
• 04/2016 → 05/2017
  Unemployed
  Ashland, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-03-17 → 2025-09-05
  Avantax Advisory Services
  Traverse City, MI
  Ashland, OR
  Dallas, TX
  Leland, MI
• 2021-01-29 → 2021-03-22
  Voya Financial Advisors, Inc.
  Traverse City, MI
  Marinette, WI

Other Businesses

1) FORTRESS WEALTH MANAGEMENT PARTNERS LLC POSITION: Director NATURE: We formed this partnership to own our business together, via each of our two LLCs - Fortress Wealth Advisors LLC is 50% partner (Jack Gibbs' LLC) and Grounded Wealth LLC is 50% partner (Lebeau Potgieters LLC) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2024 ADDRESS: 295 E. Main St. Ste 10, Ashland OR 97520, United States DESCRIPTION: I created and Directed FWMP LLC's information. I oversee and manage it along with JAck Gibbs. This is an entity through which we are paying our company overhead and our employees for our wealth management business. This setup was devised by FP Transitions 2) FORTRESS FINANCIAL, DBA FORTRESS FINANCIAL ADVISORS LLC POSITION: Financial Professional NATURE: This is the DBA for Jack Gibbs practice at Avantax for whom I will have a sub-agreement with INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/10/2021 ADDRESS: 180 Lithia Way, Suite 102, Ashland OR 97520, United States DESCRIPTION: I will function as a financial advisor for Avantax as broker dealer, with Fortress Financial as the DBA who our clients see. ALl functions are those of advisor. 3)The Pathfinder School; Board Member; It is a private school that my kids attend providing education services K through 8th grade. ; NIR; 0; 04/01/2021; 111930 S W Bay shore Dr Traverse City MI 49684; Board Member meeting monthly to pass budget, help with guidance of school programming and long term planning for school grounds 4)Groundwork Center for Resilient Communities; Advisory Council Member; Non-profit advocating for clean lakes in Michigan, clean energy,  healthy farm to school food, and accessible public transportation for Northern Michigan.; NIR; 0; 11/20/2018; 148 E. Front Street Traverse City MI 49684; Non-voting role. Quarterly meeting to get updates on charities activities and give any feedback for the programs and the directions they are moving towards. 5)Grounded Wealth LLC; Member; This is my current DBA for financial planning services offered through VOYA. ; IR; 130; 12/18/2020; 344 W. 13th Street Traverse City MI 49684; DBA for my financial practice at VOYA. It is a single member entity that has no assets and functions as the name and brand for my business at VOYA. My duties are those of a financial advisor for VOYA as broker dealer, with Grounded Wealth functioning as my DBA for clients. 6) NAME OF OTHER BUSINESS: GROUNDWORK CENTER, INVESTMENT RELATED: NO, ADDRESS: 414 E EIGHTH ST, SUITE 204, TRAVERSE CITY, MI 49686, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: QUARTERLY BOARD MEETING TO HELP REVIEW NON-PROFIT PROGRAMMING, REVIEW ANNUAL BUDGET, AND VOTE ON PASSING OR CHANGING BUDGET. VOTE ON NEW HIRES.;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-21

Other Names

• Lebeau N. Potgieter