John  Potashnick,  CFP<sup>&reg;</sup> - Financial Advisor

John Potashnick, CFP®

Senior Financial Advisor

BMO Investment Services

2301 South Kingshighway
Saint Louis, MO 63110
(314) 268-2535

General

John Potashnick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BMO Investment Services in Saint Louis, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Minority Financing, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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