Broker Check

West Des Moines Office

1820 NW 118th Street

Suite 150
Clive, IA 50325
Rod D. Potratz, CFP(R)

Rod D. Potratz, CFP(R)

President

Rod is the President of Stonebridge Financial Advisors. He has 31 years of experience in the financial services industry, with corporate and individual clients across 25 states. He is responsible for all aspects of the advisor client relationship, including client development, retirement plan design and asset management. He is a Board Certified Financial Planner with a Master's Degree in Financial Analysis.

Qualifications:
31 years of experience 


Osaic Wealth master club since 2017


Certified Financial Planner Professional since 2001


Iowa State University, BA Finance 1993

Master in Financial Analysis since 2001


Expert Witness in financial court hearing 2010-2011

Series 6, Series 7, Series 63 Series, 65 Licensed


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* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.