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Inactive

Kurt Potter

Keudell Morrison Wealth Management, LLC

Salem, OR

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Current Employers
Keudell Morrison Wealth Management, Llc

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-26
  • OR RA
    APPROVED
    Since 2025-06-26

Branch Locations

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Mcminnville OR 08/2016 05/2019
Hoffman, Stewart & Schmidt Pc Lake Oswego OR 07/2019 07/2020
Student Tualatin OR 08/2020 06/2021
Cascade School District Turner OR 08/2021 08/2024
Unemployed Salem OR 09/2024 12/2024
Keudell Morrison Wealth Management, Llc Salem OR 12/2024 01/2025
Keudell Morrison Wealth Management, Llc Salem OR 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-26
  • S65 Uniform Investment Adviser Law Examination
    2025-06-26

View on SEC IAPD

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DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
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Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR
U.S. BANCORP ADVISORS, LLC · Salem, OR

More in Salem, OR

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