Archford Capital Strategies, LLC

Archford Capital Strategies, LLC (CRD# 164482) is a financial advisory firm headquartered in Swansea, IL. They manage $549,212,426 in 1,763 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,763
    ACCOUNTS
  • Average Account Value
    $311,522
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
  • Selection of other advisers (including private fund managers)
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.

FL, IA, IL, KS, MO, NE, TX

Financial Advisors at Archford Capital Strategies, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John R. Russo
CRD#: 4120209
13 Wolf Creek, Suite 3, Swansea, IL 62226
96
Wealthminder
score

John Russo (CRD# 4120209) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 16 years of experience in the finance industry.

2
Jerry L. West
CRD#: 2868834
13 Wolf Creek, Suite 3, Swansea, IL 62226
96
Wealthminder
score

Jerry West (CRD# 2868834) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 20 years of experience in the finance industry.

3
William P. Davis
CRD#: 4611287
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

William Davis (CRD# 4611287) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 6 years of experience in the finance industry.

4
Marnie E. Deschaine
CRD#: 2602087
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

Marnie Deschaine (CRD# 2602087) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 23 years of experience in the finance industry.

5
Samuel F. Hanger
CRD#: 6333464
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

Samuel Hanger (CRD# 6333464) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 3 years of experience in the finance industry. Samuel Hanger 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.

6
James D. Maher
CRD#: 2326090
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

James Maher (CRD# 2326090) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 21 years of experience in the finance industry.

7
Robert G. Schlueter
CRD#: 2586460
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

Robert Schlueter (CRD# 2586460) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 16 years of experience in the finance industry.

8
Laura M. Williams-Lawrence
CRD#: 5722568
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

Laura Williams-Lawrence (CRD# 5722568) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 6 years of experience in the finance industry.

9
Tracy L. Winters
CRD#: 3069871
13 Wolf Creek, Suite 3, Swansea, IL 62226
93
Wealthminder
score

Tracy Winters (CRD# 3069871) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 17 years of experience in the finance industry.

10
Craig A. Toberman
CRD#: 6306558
4941 Benchmark Centre Drive, Suite 200, Swansea, IL 62226
90
Wealthminder
score

Craig Toberman (CRD# 6306558) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has 1 year of experience in the finance industry. Craig Toberman 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.

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