Robert B. Potter

HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO 80111

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CRD#: 1155422

Professional summary

Robert Bruce Potter CFP, CFP®, who also goes by Robert Bruce Potter, is a registered financial advisor currently at HEIRLOOM WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Bruce Potter

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 Robert Bruce Potter CFP's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

November 1, 2022 - Present

HEIRLOOM WEALTH MANAGEMENT LLC

Office #1: 6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111

RIA

CRD#: 292277

GREENWOOD VILLAGE, CO

Past

January 1, 1999 - January 30, 2023

POTTER FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 113957

WESTMINSTER, CO

Past

May 4, 1992 - December 9, 1996

AMERICAN CLASSIC SECURITIES, INC.

CRD#: 25399

PONTE VEDRA, FL

Past

June 30, 1983 - December 31, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

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

Colorado
(11/1/2022)

IAR

Texas
(11/2/2022)

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

Series 63

Date: 6/30/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/29/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

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Contact information

Main Address

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111

Mailing Address

Phone number

(720) 328-2877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts	1,800
AUM (Assets Under Management)	$ 614,050,256

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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Robert B. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Potter CFP's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEIRLOOM WEALTH MANAGEMENT LLC

POTTER FINANCIAL SOLUTIONS, INC.

AMERICAN CLASSIC SECURITIES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

HEIRLOOM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1983

Series 6

Date: 6/29/1983

Current Firm

HEIRLOOM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEIRLOOM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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