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).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $347,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Archer Investment Corporation
Showing 1 - 10 of 62 top financial advisors.
1
Alan B. Schmidt
CRD#: 6432350
Forest Lake, MN 55025
100
Wealthminder
score

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.

 

2
Jorge E. Menendez
CRD#: 5370699
9000 Keystone Crossing, Suite 630, Indianapolis, IN 46240
96
Wealthminder
score

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.

3
William E. Newton
CRD#: 2543187
9000 Keystone Crossing, Suite 630, Indianapolis, IN 46240
96
Wealthminder
score

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.

4
John W. Rosebrough
CRD#: 2677560
9000 Keystone Crossing, Suite 630, Indianapolis, IN 46240
96
Wealthminder
score

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.

5
David F. Alfano
CRD#: 3061144
3 Boulder Ave, Old Greenwich, CT 06870
93
Wealthminder
score

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.

6
Trent L. Arnold
CRD#: 6254639
9000 Keystone Crossing, Suite 630, Indianapolis, IN 46240
93
Wealthminder
score

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.

7
Sanjay O. Asija
CRD#: 4001678
16 Executive Ct St 2, South Barrington, IL 60010
93
Wealthminder
score

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.

8
John E. Bennett
CRD#: 4606176
25001 The Old Road, Stevenson Ranch, CA 91381
93
Wealthminder
score

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.

9
Bryan S. Binion
CRD#: 2169781
11995 County Rd 11 Ste #230, Burnsville, MN 55337
93
Wealthminder
score

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.

10
Steven J. Brackmann
CRD#: 2297793
9000 Keystone Crossing, Suite 630, Indianapolis, IN 46240
93
Wealthminder
score

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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.