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Kurt Potter

Keudell Morrison Wealth Management, LLC

Salem, OR

CRD 8033364

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Employer firm

Keudell Morrison Wealth Management, LLC CRD 292600

$922M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

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

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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