KW
KW

Kevin Walker

18 Years of Experience
Carmel, IN
Sells Insurance

Kevin Walker is a registered investment advisor at Archer Investment Corporation, based in Carmel, IN, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11711 N. College Ave, Suite 200, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kevin sells fixed insurance products (life, annuities, and long-term care) with various companies, dedicating a few hours per week. He is also involved in community service, real estate, and coaching, and spends nearly full-time providing investment advisory services for Archer Investment Corporation.

Employment History
Current Registrations
Archer Investment Corporation
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2017 - July 2025 · 7 yrs 10 mos
Jason M Orsky Wealth Management LLC
August 2017 - August 2023 · 6 yrs
Jason M Orsky Wealth Management LLC
August 2017 - December 2020 · 3 yrs 4 mos
Cetera Advisors LLC
August 2014 - August 2017 · 3 yrs
Cetera Advisors LLCBroker
August 2014 - August 2017 · 3 yrs
Edward Jones
November 2007 - August 2014 · 6 yrs 9 mos
Edward JonesBroker
October 2007 - August 2014 · 6 yrs 10 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.