BARBARA C. ARCHER
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CRD#: 1146285
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
BARBARA CALLERY ARCHER, CFP®, who also goes by Barbara M Callery, was a registered financial professional .
BARBARA is a previously registered financial professional and started their career in finance in 1983. BARBARA had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Biography
When Barbara Archer was growing up, she wanted to be an astronaut.
Like lots of small dreamers…who want to be an astronaut. A hockey player. A movie star. A famous ballerina.
How do you become an astronaut? You follow every rocket takeoff and landing closely. You listen, rapt, to scientists; your idol is John Glenn. You study hard and you stay focused. And you passionately commit to what you believe in.
That’s how Barbara propelled herself into the NASA Space program, on her way to becoming an astronaut. She made it through the first rounds of applications, but then was let go, like many, from the extraordinarily competitive program. She got the letter, she burst into tears, she ripped it to bits. To this day, she can’t always keep her feet on the ground — she’s gone sky diving, floated on a Zero Gravity flight, co-piloted a fighter plane and follows the space station on her iPad so she always knows when it’s close and most recently delighted in the Mars landing.
Barbara received a degree in medical technology; pivoted to supervise an industrial chemistry lab, and became a reliability engineer. Then, she got an MBA and worked in consumer marketing; Barbara is someone who is always learning, driven by her passions. And Barbara is aware when she knows best. That’s how she felt when looking at advice from a financial planner, who couldn’t answer her questions. Barbara knew she could do it better herself; she studied, became a financial advisor, and is careful to always know and always explain the answers.
As Barbara became more successful, she continued to become more involved in the community, following her passions and making significant contributions to those causes close to her heart. She works to help underprivileged communities access health care solutions at St. Louis’s Mercy Clinic; she is on the board of the nation’s number one zoo, in St Louis, where they offer programming for kids who have never seen a giraffe or a zebra and have only had a chance to see one small slice of the world.
And where Barbara is most passionate is in her work for COCA, the Center of Creative Arts in St. Louis. The little girl who wanted to be an astronaut ALSO wanted to be a ballerina; Barbara took her children to tumble and music classes, took herself to ballet, and to flamenco, and to tango classes. She knew the impact arts had to feed her own soul, so she made sure that other children who might not have had opportunities could not only take classes, but have the shoes they needed for those classes; the tights, the leotards, and the transportation.
One day, when she was in her mid 40’s, watching the children being bussed to get exposure to arts and music and dance that might someday open doors for them, Barbara realized with a start that in fact she once was one of those children. She came from a modest family, in a modest town. Her father drew her out a piano when she wanted to learn to play; they couldn’t afford a real instrument. That little girl had her world opened by music and dance; Barbara today is the result of determination, and perseverance, and passion and conviction, and art in her soul.
We all have minor regrets here and there; Barbara has only one big regret in a lovely life that she built by following paths and opportunities. Long ago, perhaps she shouldn’t have torn up that letter from the space program — the letter signed by Neil Armstrong.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Divorce Planning
Business Succession Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
No
Aliases
Barbara M Callery
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?BUSINESS NAME: THE WOMEN'S FOUNDATION OF GREATER ST. LOUIS ADVISORY BOARD INVESTMENT RELATED: NO ADDRESS: 1889 BONNE BOUCHEE ST. LOUIS MO 63146 NATURE OF BUSINESS: COMMUNITY/CHARITABLE/CIVIC POSITION, TITLE OR RELATIONSHIP: MEMBER OF ADVISORY COMMITTEE START DATE: 10/1/2013 HOURS PER MONTH: 0% - 10% (0 - 16 HOURS) HOURS PER MONTH DURING TRADING HOURS: 0% - 10% (0 - 14 HOURS) DUTIES: ASSIST IN FUNDRAISING IDEAS BUSINESS NAME: COCA INVESTMENT RELATED: NO ADDRESS: 524 TRINITY AVENUE ST. LOUIS MO 63130 NATURE OF BUSINESS: COMMUNITY/CHARITABLE/CIVIC POSITION, TITLE OR RELATIONSHIP: LIFETIME BOARD MEMBER - S- PRESIDENT, NOT ENGAGING IN ACTIVITY START DATE: 9/1/2004 HOURS PER MONTH: 0% - 10% (0 - 16 HOURS) HOURS PER MONTH DURING TRADING HOURS: 0% - 10% (0 - 14 HOURS) DUTIES: NONE. THEY JUST USE MY NAME Business Name: St. Louis Zoo Association Board of Directors Investment Related: No Address: One Government Drive St. Louis MO 63110 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 4/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend Board meetings and vote. I have been asked to participate in the Nomination committee as member of the St. Louis Zoo Board.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 1250 Capital of Texas Highway, Building 2 Suite 125 Austin TX 78746 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Archer Wealth Management, LLC Investment Related: Yes Address: 8860 Ladue Road Suite 130 St. Louis MO 63124 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 4/15/2003 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Owner advisorBusiness Name: Institute for Private Business Investment Related: No Address: St. Louis University, John Cook School of Business One North Grand St. Louis MO 63103 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Member Start Date: 11/2/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend seminars and share ideas with other members.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Past
August 25, 2016 - July 1, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
St. Louis, MO
Past
August 25, 2016 - July 1, 2025
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
St. Louis, MO
Past
April 21, 2016 - August 26, 2016
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
ST. LOUIS, MO
Past
October 26, 1998 - August 26, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ST. LOUIS, MO
Past
September 29, 1998 - August 26, 2016
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ST. LOUIS, MO
Past
March 1, 1996 - September 30, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
July 23, 1985 - March 1, 1996
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
September 22, 1983 - July 26, 1985
FIRST AFFILIATED SECURITIES, INC.
BD
CRD#: 6871
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HIGHTOWER ADVISORS, LLC
2/13 STRATEGIC PARTNERS | XCEPTION ADVISORY GROUP | WOLF-COLLINS WEALTH MANAGEMENT | WISEHAUPT, BRAY ASSET MANAGEMENT | WHITE WEALTH MANAGEMENT | WHITE PINE WEALTH MANAGEMENT | WEALTHTRUST ADVISORS | VWG WEALTH MANAGEMENT | VIGILANT WEALTH MANAGEMENT | UNITED FIDUCIARY PARTNERS, LLC | UNITED FIDUCIARY ADVISORS, LLC | TWICKENHAM ADVISORS | TRUE WEALTH ADVISORY GROUP | TRESNAN FERST WEALTH ADVISORS | TREASURY PARTNERS | THREE BRIDGE WEALTH ADVISORS | THE THRUSH GROUP | THE RIKOON GROUP | THE RAND GROUP | THE OTTO GROUP | THE NULMAN GROUP | THE MORGIA GROUP | THE MCGUIRK & DE NEVI GROUP | THE LEVIN GROUP | THE LEVENTHAL GROUP | THE LERNER GROUP | THE KELLY & WOHLNER GROUP | THE HAUSBERG GROUP | THE G3 ADVISORY GROUP | THE DILLIG GROUP | THE DEGGELMAN/PARKER GROUP | THE BLANKE SCHEIN GROUP | THE BAHNSEN GROUP | THE ANDRIOLE GROUP | TEN CAPITAL WEALTH ADVISORS | TEAK TREE CAPITAL MANAGEMENT | SYNERGY CAPITAL SOLUTIONS | STRATA WEALTH PARTNERS | STRATA WEALTH MANAGEMENT | STEARNS FINANCIAL GROUP | SOMERSET ADVISORY | SMITH ANGLIN FINANCIAL | SIMMONS-WILKES INVESTMENT ADVISORS | SIMMONS INVESTMENT ADVISORS | SILLER & COHEN | SHAFFER WEALTH MANAGEMENT | SCHULTZ COLLINS | SCANNELL WEALTH MANAGEMENT GROUP | ROSENAU/PAUL GROUP | ROSE ADVISORS | RJ WEALTH MANAGEMENT | RESOURCE CONSULTING GROUP | RESOLUTE INDEPENDENT ADVISORS | RDM FINANCIAL GROUP | PRIVATE VISTA | PRESIDIO WEALTH PARTNERS | PDS WEALTH MANAGEMENT | PAGNATO-KARP GROUP | OSBORN, WILLIAMS, & DONOHOE | ONEARC CAPITAL ADVISORS | NUCLEUS ADVISORS | NATOMA WEALTH | MURRAY WEALTH MANAGEMENT | MORSE, TOWEY, WHITE & HOFFMAN | MORSE TOWEY & WHITE | MORGIA WEALTH MANAGEMENT | MOLNAR/NORDLICHT GROUP | MK WEALTH MANAGEMENT | MEYER CAPITAL GROUP | MATTHIAS KUHLMEY AT HIGHTOWER | MASTERSON, EMMA, & ASSOCIATES | LYON WEALTH MANAGEMENT, INC. | LYON WEALTH MANAGEMENT AT HIGHTOWER | LUMA WEALTH ADVISORS | LRG WEALTH ADVISORS | LOURDMURRAY | LOUIS WEALTH MANAGEMENT | LK WEALTH & ASSET MANAGEMENT | LINDBROOK CAPITAL | LEXINGTON WEALTH MANAGEMENT, INC. | LEXINGTON WEALTH MANAGEMENT | LEONETTI AND ASSOCIATES | LEGACY WEALTH ADVISORS | LCK WEALTH MANAGEMENT | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | KLEIN WEALTH MANAGEMENT | KELLY WEALTH MANAGEMENT | IRONGATE PARTNERS | INVESTMENT SECURITY GROUP | HWM ADVISORS | HUMMER MOWER ASSOCIATES | HT|TC WEALTH PARTNERS | HSW ADVISORS | HILL WEALTH MANAGEMENT | HIGHTOWER/THOMAS MCGUIRK | HIGHTOWER/THE BAPIS GROUP | HIGHTOWER/LYMAN GROUP | HIGHTOWER WESTCHESTER | HIGHTOWER WEALTH ADVISORS|ST. LOUIS | HIGHTOWER TEXAS | HIGHTOWER SPORTS AND ENTERTAINMENT | HIGHTOWER SIGNATURE WEALTH | HIGHTOWER SCOTTSDALE | HIGHTOWER OMAHA | HIGHTOWER NAPLES | HIGHTOWER LAS VEGAS | HIGHTOWER LAKEWATER | HIGHTOWER GREAT LAKES | HIGHTOWER GAYLE JOHNSON | HIGHTOWER FORT MYERS | HIGHTOWER BUFFALO | HIGHTOWER BETHESDA | HIGHTOWER BELLEVUE | HIGHTOWER AUSTIN | HIGHTOWER ADVISORS, LLC | HIGHTOWER | HIGHLAND PRIVATE WEALTH MANAGEMENT | HIERAX WEALTH PARTNERS | GREEN SQUARE WEALTH MANANGEMENT | FORTRESS WEALTH PLANNING | FISCHER STRALEM ADVISORS | FINANCIAL PRINCIPLES | FINANCIAL PLANNING AND INFORMATION SERVICES | FIDUCIARY PLAN ADVISORS | FEINBERG STEIN FINANCIAL SERVICES | FARR, MILLER AND WASHINGTON | FALCON WEALTH ADVISORS | FAIRPORT WEALTH | ENVISION FINANCIAL GROUP | EGAN WEALTH ADVISORS | DSG ADVISORS | DEGGELMAN/PARKER GROUP | DECHTMAN WEALTH MANAGEMENT | D3 WEALTH PARTNERS | CREST CAPITAL ADVISORS | COGNETIC CAPITAL ADVISORS | CLEAR PERSPECTIVE ADVISORS | CLARITY POINT FINANCIAL PARTNERS | CHARLES D. HYMAN & COMPANY | CAPITAL MANAGEMENT GROUP | OF NEW YORK | BOSTON HILL ADVISORS | BLUEROCK WEALTH MANAGEMENT | BLANKE SCHEIN WEALTH MANAGEMENT | BICKLING FINANCIAL SERVICES | BEL AIR INVESTMENT ADVISORS | ARGENT WEALTH MANAGEMENT | ANDERSON FINANCIAL GROUP @ HIGHTOWER | AMIDEI ROMANO GROUP | ALTIUM WEALTH MANAGEMENT | ALINE WEALTH MANAGEMENT | ALEXANDRIA CAPITAL | ACACIA WEALTH ADVISORS | 6 MERIDIAN
CRD#: 145323 / SEC#: 801-69625
RIA
Registered Investment Advisory firm - (10/3/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HIGHTOWER ADVISORS, LLC
2/13 STRATEGIC PARTNERS | XCEPTION ADVISORY GROUP | WOLF-COLLINS WEALTH MANAGEMENT | WISEHAUPT, BRAY ASSET MANAGEMENT | WHITE WEALTH MANAGEMENT | WHITE PINE WEALTH MANAGEMENT | WEALTHTRUST ADVISORS | VWG WEALTH MANAGEMENT | VIGILANT WEALTH MANAGEMENT | UNITED FIDUCIARY PARTNERS, LLC | UNITED FIDUCIARY ADVISORS, LLC | TWICKENHAM ADVISORS | TRUE WEALTH ADVISORY GROUP | TRESNAN FERST WEALTH ADVISORS | TREASURY PARTNERS | THREE BRIDGE WEALTH ADVISORS | THE THRUSH GROUP | THE RIKOON GROUP | THE RAND GROUP | THE OTTO GROUP | THE NULMAN GROUP | THE MORGIA GROUP | THE MCGUIRK & DE NEVI GROUP | THE LEVIN GROUP | THE LEVENTHAL GROUP | THE LERNER GROUP | THE KELLY & WOHLNER GROUP | THE HAUSBERG GROUP | THE G3 ADVISORY GROUP | THE DILLIG GROUP | THE DEGGELMAN/PARKER GROUP | THE BLANKE SCHEIN GROUP | THE BAHNSEN GROUP | THE ANDRIOLE GROUP | TEN CAPITAL WEALTH ADVISORS | TEAK TREE CAPITAL MANAGEMENT | SYNERGY CAPITAL SOLUTIONS | STRATA WEALTH PARTNERS | STRATA WEALTH MANAGEMENT | STEARNS FINANCIAL GROUP | SOMERSET ADVISORY | SMITH ANGLIN FINANCIAL | SIMMONS-WILKES INVESTMENT ADVISORS | SIMMONS INVESTMENT ADVISORS | SILLER & COHEN | SHAFFER WEALTH MANAGEMENT | SCHULTZ COLLINS | SCANNELL WEALTH MANAGEMENT GROUP | ROSENAU/PAUL GROUP | ROSE ADVISORS | RJ WEALTH MANAGEMENT | RESOURCE CONSULTING GROUP | RESOLUTE INDEPENDENT ADVISORS | RDM FINANCIAL GROUP | PRIVATE VISTA | PRESIDIO WEALTH PARTNERS | PDS WEALTH MANAGEMENT | PAGNATO-KARP GROUP | OSBORN, WILLIAMS, & DONOHOE | ONEARC CAPITAL ADVISORS | NUCLEUS ADVISORS | NATOMA WEALTH | MURRAY WEALTH MANAGEMENT | MORSE, TOWEY, WHITE & HOFFMAN | MORSE TOWEY & WHITE | MORGIA WEALTH MANAGEMENT | MOLNAR/NORDLICHT GROUP | MK WEALTH MANAGEMENT | MEYER CAPITAL GROUP | MATTHIAS KUHLMEY AT HIGHTOWER | MASTERSON, EMMA, & ASSOCIATES | LYON WEALTH MANAGEMENT, INC. | LYON WEALTH MANAGEMENT AT HIGHTOWER | LUMA WEALTH ADVISORS | LRG WEALTH ADVISORS | LOURDMURRAY | LOUIS WEALTH MANAGEMENT | LK WEALTH & ASSET MANAGEMENT | LINDBROOK CAPITAL | LEXINGTON WEALTH MANAGEMENT, INC. | LEXINGTON WEALTH MANAGEMENT | LEONETTI AND ASSOCIATES | LEGACY WEALTH ADVISORS | LCK WEALTH MANAGEMENT | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | KLEIN WEALTH MANAGEMENT | KELLY WEALTH MANAGEMENT | IRONGATE PARTNERS | INVESTMENT SECURITY GROUP | HWM ADVISORS | HUMMER MOWER ASSOCIATES | HT|TC WEALTH PARTNERS | HSW ADVISORS | HILL WEALTH MANAGEMENT | HIGHTOWER/THOMAS MCGUIRK | HIGHTOWER/THE BAPIS GROUP | HIGHTOWER/LYMAN GROUP | HIGHTOWER WESTCHESTER | HIGHTOWER WEALTH ADVISORS|ST. LOUIS | HIGHTOWER TEXAS | HIGHTOWER SPORTS AND ENTERTAINMENT | HIGHTOWER SIGNATURE WEALTH | HIGHTOWER SCOTTSDALE | HIGHTOWER OMAHA | HIGHTOWER NAPLES | HIGHTOWER LAS VEGAS | HIGHTOWER LAKEWATER | HIGHTOWER GREAT LAKES | HIGHTOWER GAYLE JOHNSON | HIGHTOWER FORT MYERS | HIGHTOWER BUFFALO | HIGHTOWER BETHESDA | HIGHTOWER BELLEVUE | HIGHTOWER AUSTIN | HIGHTOWER ADVISORS, LLC | HIGHTOWER | HIGHLAND PRIVATE WEALTH MANAGEMENT | HIERAX WEALTH PARTNERS | GREEN SQUARE WEALTH MANANGEMENT | FORTRESS WEALTH PLANNING | FISCHER STRALEM ADVISORS | FINANCIAL PRINCIPLES | FINANCIAL PLANNING AND INFORMATION SERVICES | FIDUCIARY PLAN ADVISORS | FEINBERG STEIN FINANCIAL SERVICES | FARR, MILLER AND WASHINGTON | FALCON WEALTH ADVISORS | FAIRPORT WEALTH | ENVISION FINANCIAL GROUP | EGAN WEALTH ADVISORS | DSG ADVISORS | DEGGELMAN/PARKER GROUP | DECHTMAN WEALTH MANAGEMENT | D3 WEALTH PARTNERS | CREST CAPITAL ADVISORS | COGNETIC CAPITAL ADVISORS | CLEAR PERSPECTIVE ADVISORS | CLARITY POINT FINANCIAL PARTNERS | CHARLES D. HYMAN & COMPANY | CAPITAL MANAGEMENT GROUP | OF NEW YORK | BOSTON HILL ADVISORS | BLUEROCK WEALTH MANAGEMENT | BLANKE SCHEIN WEALTH MANAGEMENT | BICKLING FINANCIAL SERVICES | BEL AIR INVESTMENT ADVISORS | ARGENT WEALTH MANAGEMENT | ANDERSON FINANCIAL GROUP @ HIGHTOWER | AMIDEI ROMANO GROUP | ALTIUM WEALTH MANAGEMENT | ALINE WEALTH MANAGEMENT | ALEXANDRIA CAPITAL | ACACIA WEALTH ADVISORS | 6 MERIDIAN
CRD#: 145323 / SEC#: 801-69625
RIA
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Contact information
Main Address
200 W. Madison St. Suite 2500, Chicago, IL 60606
Mailing Address
Phone number
(312) 962-3800
Established
Firm type
Fiscal year end
# of Employees
1,837
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 194,461 |
| AUM (Assets Under Management) | $ 164,789,471,551 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | ||
| 10/28/2025 | ||
| 10/28/2025 | ||
| 09/29/2025 | ||
| 09/17/2025 | ||
| 09/15/2025 | ||
| 08/28/2025 | ||
| 01/28/2025 | ||
| 01/28/2025 | ||
| 01/28/2025 | ||
| 12/12/2024 | ||
| 12/06/2024 | ||
| 11/11/2024 | ||
| 10/25/2024 | ||
| 09/27/2024 | ||
| 09/26/2024 | ||
| 12/21/2023 | ||
| 12/19/2023 | ||
| 12/19/2023 | ||
| 12/19/2023 | ||
| 12/11/2023 | ||
| 11/20/2023 | ||
| 11/15/2023 | ||
| 11/08/2023 | ||
| 11/07/2023 | ||
| 10/30/2023 | ||
| 10/25/2023 | ||
| 01/25/2023 | ||
| 12/21/2022 | ||
| 12/15/2022 | ||
| 12/15/2022 | ||
| 12/08/2022 | ||
| 11/28/2022 | ||
| 11/18/2022 |
Red Flags
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