Silverio Archuleta, financial advisor Iliff CO

Silverio Archuleta

CRD Number: 3089819
Current Firm: Osaic Wealth, Inc.

Silverio Archuleta (CRD# 3089819) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Iliff, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Iliff, CO Jun 2023 - Current < 1
Independent Ins Agent Sterling, CO Jul 1998 - Current 25
Archuleta Financial Srvcs. Iliff, CO Jul 1998 - Current 25
Royal Alliance Associates Iliff, CO Nov 2018 - Jun 2023 4
Sterling Rotary Club Sterling, CO Apr 2004 - Feb 2022 17
Iliff Head Start Iliff, CO Apr 1999 - Feb 2022 22
Aflac Columbus, GA Jun 1998 - Feb 2022 23
Signator Investors, Inc. Iliff, CO May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Iliff, CO Jul 1998 - May 2016 17
Quality Equipment & Service,inc Sterling, CO May 1974 - Apr 2015 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Silverio L. Archuleta
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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