Mark Ruhe
Advisor at Potomac
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mark Ruhe is a financial advisor with Potomac, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and several other financial firms. Ruhe is currently involved with Potomac Fund Management, supporting and growing the firm’s investment strategies. Potomac provides discretionary portfolio management and model-portfolio services to a diverse client base, including individual investors, pensions, trusts, corporations, and other advisers. The firm uses tactical asset allocation through affiliated mutual funds and a proprietary risk-scoring tool called Guardrails to tailor strategies and manage risk.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
Avon, OH
Most active in
Mark R has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Paralel Distributors LLC
2025 - Present (1 year)
Arbor Court Capital, LLC
2025 - 2025 (1 year)
Potomac Fund Management
2023 - Present (3 years)
CUNA Brokerage Services, Inc.
2018 - 2023 (5 years)
CUNA Mutual Group
2018 - 2023 (5 years)
Rush on Main
2017 - 2020 (3 years)
Star Financial Bank
2017 - 2018 (1 year)
Cetera Investment Serivces Llc
2017 - 2018 (1 year)
Cetera Investment Advisors
2017 - 2018 (1 year)
American Portfolios Financial Services, Inc.
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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