Archer Investment Corporation
Archer Investment Corporation (CRD# 136403) is a financial advisory firm headquartered in Indianapolis, IN. They manage $278,000,000 in 800 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management278MILLION
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Total Number of Accounts800ACCOUNTS
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Average Account Value$347,500
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
Alan Schmidt (CRD# 6432350) is an Investment Advisor Representative based in Forest Lake MN. Mr. Schmidt is the President and Founder of The Diamond Group, a nationally known finance firm specializing in retirement income planning, CD replacement and business consulting.
The relationship between Alan's firm and Archer Investment Corporation are of paramount value, professionally providing an objective voice to the portfolio management oversight.
Jorge Menendez (CRD# 5370699) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 10 years of experience in the finance industry. Jorge Menendez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Newton (CRD# 2543187) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 23 years of experience in the finance industry. William Newton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Rosebrough (CRD# 2677560) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 22 years of experience in the finance industry.
David Alfano (CRD# 3061144) is an Investment Advisor Representative working at Archer Investment Corporation in Old Greenwich, CT and has over 19 years of experience in the finance industry.
Trent Arnold (CRD# 6254639) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 9 years of experience in the finance industry.
Sanjay Asija (CRD# 4001678) is an Investment Advisor Representative working at Archer Investment Corporation in South Barrington, IL and has over 18 years of experience in the finance industry.
John Bennett (CRD# 4606176) is an Investment Advisor Representative working at Archer Investment Corporation in Stevenson Ranch, CA and has over 15 years of experience in the finance industry.
Bryan Binion (CRD# 2169781) is an Investment Advisor Representative working at Archer Investment Corporation in Burnsville, MN and has over 16 years of experience in the finance industry.
Steven Brackmann (CRD# 2297793) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 24 years of experience in the finance industry.