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Adrianne Potwora

Advisors Asset Management, INC.
28 Years of Experience
Eugene, OR
Broker
View SEC Summary
View SEC Summary

Adrianne Potwora is a registered investment advisor at Advisors Asset Management, INC., based in Eugene, OR, with 28 years of industry experience. Adrianne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,505 clients with $2.2B in assets under management.

Advisors Asset Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
124 advisors
Number of Clients
1,505 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees for fixed income strategies generally range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Eugene, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advisors Asset Management, INC.
March 2026 - Present · 7 mos
Advisors Asset Management, INC.
January 2026 - Present · 9 mos
Advisors Asset Management, INC.Broker
January 2026 - Present · 9 mos
Previous Registrations
Lazard Asset Management Securities LLCBroker
August 2010 - February 2024 · 13 yrs 6 mos
Ing Investment Management CO.
November 2008 - June 2010 · 1 yr 7 mos
Ing Funds Distributor, LLCBroker
November 2008 - June 2010 · 1 yr 7 mos
Ing Investment Management CO.
October 2007 - November 2008 · 1 yr 1 mo
Ing Funds Distributor, LLCBroker
March 2007 - November 2008 · 1 yr 8 mos
Ing Investment Management Services LLCBroker
August 2001 - March 2007 · 5 yrs 7 mos
Alliance Fund Distributors, INC.Broker
March 2001 - September 2001 · 6 mos
John Nuveen & CO., IncorporatedBroker
October 1995 - July 1999 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 1995 - August 1995 · 4 mos
Royal Alliance Associates, INC.Broker
January 1994 - January 1995 · 1 yr
Franklin Distributors, INC.Broker
April 1991 - August 1991 · 4 mos
State Registrations7 states
AKCAHIIDNVORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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