Todd Potter
Greatdane Investment · Moline, Illinois
Todd Potter is a fee-only financial advisor at Greatdane Investment in Moline, Illinois. Todd focuses on tax planning, divorce financial planning and estate & legacy planning. Greatdane Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Divorced individuals
- Multi-generational families
Facts
| Firm | Greatdane Investment |
|---|---|
| Based in | Moline, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.2M across 222 accounts |
| SEC registration | Investment adviser representative in CA, IL, TN, TX · CRD 4167814 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.greatdaneinvestment.com |
| Profile |
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Questions about Todd
Is Todd Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Greatdane Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Greatdane Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Potter based?
Todd Potter is based in Moline, Illinois.
What does Todd specialize in?
Todd's specialties include tax planning, divorce financial planning and estate & legacy planning. Todd works with ultra high net worth, divorced individuals and multi-generational families.
Is Todd Potter registered with the SEC?
Yes. Todd Potter is registered as an investment adviser representative in CA, IL, TN and TX (CRD 4167814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greatdane Investment manage?
Greatdane Investment reports $32.2M across 222 accounts in assets under management.
How do I contact Todd Potter?
Through Todd's website, www.greatdaneinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Greatdane Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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