Archford Capital Strategies, LLC

Archford Capital Strategies, LLC (CRD# 164482) is a financial advisory firm headquartered in Swansea, IL. They manage $468,734,051 in 1,650 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $284,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, MO, TX

Financial Advisors at Archford Capital Strategies, LLC
Showing 1 - 10 of 10 top financial advisors.
1
John R. Russo
CRD#: 4120209
4941 Benchmark Centre, Suite 200, 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 14 years of experience in the finance industry.

2
Chad A. Stafko
CRD#: 4582819
4941 Benchmark Centre, Suite 200, Swansea, IL 62226
96
Wealthminder
score

Chad Stafko (CRD# 4582819) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 15 years of experience in the finance industry. Chad Stafko 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
Jerry L. West
CRD#: 2868834
4941 Benchmark Centre, Suite 200, 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 18 years of experience in the finance industry.

4
Marnie E. Deschaine
CRD#: 2602087
4941 Benchmark Centre, Suite 200, 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 21 years of experience in the finance industry.

5
James D. Maher
CRD#: 2326090
4941 Benchmark Centre, Suite 200, 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 19 years of experience in the finance industry.

6
Robert G. Schlueter
CRD#: 2586460
4941 Benchmark Centre, Suite 200, 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 15 years of experience in the finance industry.

7
Tracy L. Winters
CRD#: 3069871
4941 Benchmark Centre, Suite 200, 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 16 years of experience in the finance industry.

8
William P. Davis
CRD#: 4611287
4941 Benchmark Centre, Suite 200, Swansea, IL 62226
90
Wealthminder
score

William Davis (CRD# 4611287) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 4 years of experience in the finance industry.

9
Samuel F. Hanger
CRD#: 6333464
4941 Benchmark Centre, Suite 200, Swansea, IL 62226
88
Wealthminder
score

Samuel Hanger (CRD# 6333464) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 2 years of experience in the finance industry.

10
Jacob J. Hong
CRD#: 6293620
4941 Benchmark Centre, Suite 200, Swansea, IL 62226
87
Wealthminder
score

Jacob Hong (CRD# 6293620) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has 1 year of experience in the finance industry.

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