Auremont Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC (SEC-registered Investment Adviser, CRD #6363, SEC File #801-28543) with an Osceola County office on 10th Street in historic Downtown St. Cloud, Florida. Anchored by Certified Financial Planner™ professional Robert Christopher Potter, CFP® (CRD #4529777), the practice delivers fiduciary retirement cash-flow modeling, tax-efficient IRA and RMD distribution strategies, long-term care planning, and multi-generational estate coordination for full-time and seasonal retirees in St. Cloud, Kissimmee, and Lake Nona/Osceola County.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Ameriprise Financial Services, LLC); FINRA BrokerCheck Profile (Robert Christopher Potter, CFP®); Auremont Wealth Advisors Official St. Cloud Practice Page
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-28543; fiduciary investment advisory and financial planning services offered through Ameriprise Financial Services, LLC (CRD #6363).
Issuer: CFP Board / SEC / FINRA
Notes: Led at the St. Cloud office by Financial Advisor Robert Christopher Potter, CFP® (CRD #4529777), a Certified Financial Planner™ practitioner with more than two decades of advisory experience.
Factual details and direct answers about Auremont Wealth Advisors's services, licensing, and credentials.
What credentials does St. Cloud advisor Robert C. Potter hold at Auremont Wealth Advisors?
Robert Christopher Potter, CFP® (CRD #4529777) is a Certified Financial Planner™ professional registered with Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543) for more than 20 years.
Does Auremont Wealth Advisors assist both year-round and seasonal St. Cloud retirees?
Yes, Auremont Wealth Advisors specializes in comprehensive retirement income, tax, and estate coordination for both permanent Osceola County residents and seasonal Midwest/Florida snowbird retirees.
Where is the Auremont Wealth Advisors office located in St. Cloud?
The St. Cloud office is located in Downtown St. Cloud at 1304 10th Street, Suite F, St. Cloud, Florida 34769.
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