Archer Investment Corporation
Archer Investment Corporation (CRD# 136403) is a financial advisory firm headquartered in Indianapolis, IN. They manage $175,000,000 in 1,200 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts1,200ACCOUNTS
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Average Account Value$145,833
- 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, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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.
William Newton (CRD# 2543187) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 22 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 21 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 8 years of experience in the finance industry.
James Ciurlik (CRD# 5382354) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 10 years of experience in the finance industry.
William Corbin (CRD# 5849794) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 6 years of experience in the finance industry.
Kevin Costello (CRD# 5808990) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 7 years of experience in the finance industry.
Roderick Harvey (CRD# 5809099) is an Investment Advisor Representative working at Archer Investment Corporation in Hollywood, FL and has over 7 years of experience in the finance industry.
Wen Jiang (CRD# 2828808) is an Investment Advisor Representative working at Archer Investment Corporation in Portland, OR and has over 10 years of experience in the finance industry.
Ricky Krause (CRD# 5790425) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 7 years of experience in the finance industry.