William D Potthoff

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 12/2014 → Present
  Michigan Air National Guard
  Harrison Twp, MI
• 02/2013 → 09/2017
  Lube Power
  Shelby Twp, MI

Other Businesses

Michigan Air National Guard/ USAF Type of business: Military-Armed Forces Harrison Twp, MI Start date: 4/21/2001 Maintenance Officer Hours per week: 5 Hours during trading: 0 Desc: Drill Weekends, once a month. Temporary Duty deployments and training. Responsible for the management, training and employment of military members in a flying wing. * KIWANIS OF MOUNT CLEMENS MOUNT CLEMENS, MI Start date: 10/1/2020 Board Member Hours per week: 0 Hours during trading: 0 GENERAL FINANCIAL OVERSIGHT, PLANNING OF EVENTS TO SUPPORT CHARITIES IN THE COMMUNITY THAT FOCUS ON THE YOUTH

Exams

• S66 Uniform Combined State Law Examination
  2018-05-31

Other Names

• William Douglas Potthoff