Todd R. Potter

GREATDANE INVESTMENT LLC

MOLINE, IL

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CRD#: 4167814

Professional summary

Todd Richard Potter is a registered financial advisor currently at GREATDANE INVESTMENT LLC located in Moline, Illinois.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Richard Potter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2022 - Present

GREATDANE INVESTMENT LLC

RIA

CRD#: 318880

MOLINE, IL

Past

June 8, 2010 - April 29, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Moline, IL

Past

December 8, 2006 - May 1, 2007

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Moline, IL

Past

December 8, 2006 - April 29, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

MOLINE, IL

Past

August 19, 2005 - December 6, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

MOLINE, IL

Past

August 19, 2005 - December 6, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

MOLINE, IL

Past

April 17, 2002 - August 24, 2005

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

DAVENPORT, IA

Past

June 26, 2000 - August 24, 2005

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2000

General Securities Representative Examination

Current Firm

GREATDANE INVESTMENT LLC

CRD#: 318880 / SEC#:

Illinois

Registered Investment Advisory firm - (4/20/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/12/2025 Approved)

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Contact information

Main Address

Moline, IL

Mailing Address

Phone number

(309) 235-7473

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 14,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd R. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Richard Potter's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREATDANE INVESTMENT LLC

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2000

Current Firm

GREATDANE INVESTMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREATDANE INVESTMENT LLC

TRUST BUT VERIFY

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