Zachary Archer
Zachary Archer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Elk City, OK, with 23 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2017 W 3rd St PO, Box 488, Elk City, OK, 73644
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2002Customer Dispute
May 2002Other Business Activities
Zachary owns multiple real estate properties, some investment-related and some not. He also serves as a board member for Archer and is employed at Great Plains National Bank, dedicating about a quarter of his time to the bank, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Arvest Asset ManagementBroker
Symetra Investment Services, INC.Broker
Bancorpsouth Investment Services, INC.Broker
Investment Professionals, INC.Broker
Edward JonesBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.