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Luke Daniel Potter

Md Financial Advisors / Vestment Financial

Chanhassen, MN

Minnetonka, MN

CRD 8242486

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Employer firm

Md Financial Advisors / Vestment Financial CRD 168771

$304M regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Md Financial Advisors / Vestment Financial

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-13
TX RA APPROVED 2026-04-13
  • MN RA
    APPROVED
    Since 2026-04-13
  • TX RA
    APPROVED
    Since 2026-04-13

Branch Locations

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Minnetonka, MN • 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
Md Financial / Vestment Financial Chanhassen MN 06/2025 Present
Walmart Eau Claire WI 09/2022 12/2022
Menards Eau Claire WI 02/2023 05/2025
Olympic Pools Shakopee MN 05/2022 09/2022
Chili'S Shakopee MN 11/2020 02/2022
Shakopee West Middle School Shakopee MN 09/2015 08/2018
Shakopee High School Shakopee MN 09/2018 11/2020
University Of Wisconsin - Eau Claire Eau Claire WI 02/2022 05/2022
  • 06/2025 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 09/2022 → 12/2022
    Walmart
    Eau Claire, WI
  • 02/2023 → 05/2025
    Menards
    Eau Claire, WI
  • 05/2022 → 09/2022
    Olympic Pools
    Shakopee, MN
  • 11/2020 → 02/2022
    Chili'S
    Shakopee, MN
  • 09/2015 → 08/2018
    Shakopee West Middle School
    Shakopee, MN
  • 09/2018 → 11/2020
    Shakopee High School
    Shakopee, MN
  • 02/2022 → 05/2022
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2026-04-13

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC

Nearby Investors

DUSTIN NEIL CHRISTOPHERSON
JOHN GORDON GUTOWSKY
Mitchell Lee Velgersdyk

Nearby Offices

OSAIC WEALTH, INC. · Chanhassen, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Chanhassen, MN
CREATIVEONE SECURITIES, LLC · Chanhassen, MN

More in Chanhassen, MN

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