Kevin Costello, financial advisor Carmel IN

Kevin Costello

CRD Number: 5808990
Current Firm: Archer Investment Corporation

Kevin Costello (CRD# 5808990) is an Investment Advisor Representative working at Archer Investment Corporation in Carmel, IN and has over 13 years of experience in the finance industry.

Similar Advisors
Thomas Hardin, financial advisor Carmel IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Leeann Cannon, financial advisor Carmel IN
Leeann R. Cannon
CRD# 5915026
Edward Jones
Similar Advisors
Scott A'hearn, financial advisor Carmel IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Jun 2010 - Current 13
Kevin Costello, Cpa Naperville, IL Feb 2009 - Current 15
Psi, Inc. Oakbrook Terrace, IL Aug 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kevin W. Costello
Phone Number: 317-581-5664
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    749
    MILLIONS
  • Total Number of Accounts
    3,810
    ACCOUNTS
  • Average Account Value
    $196,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.