William A. Stack

ARCHER INVESTMENT

Salem, MO 65560

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CRD#: 2288842

Professional summary

William Augustus Stack, who also goes by Bill Stack IV, William Augustas Stack Iv, William Augustus Stack Iv, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Salem, Missouri.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Stack Iv | William Augustas Stack Iv | William Augustus Stack Iv

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.

I am the owner of Stack Financial Services LLC (est 1993) located at 123 W 4th Street, Salem MO 65560. Am an agent offering fixed insurance products (MYGA, Fixed Indexed, SPIA). Also offer occasional commentary/sales as precious metals analyst via written articles and/or short videos, found here: https://www.usgoldbureau.com/news/author/bill-stack. Published author of "The 7.0% Solution" (book available on Amazon). Also serve as payroll services supervisor for local family-owned accounting firm and H&R Block franchise office located at 123 W 4th Street, Salem MO 65560.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Augustus Stack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 28, 2025 - Present

ARCHER INVESTMENT CORPORATION

Office #1: 123 W 4th St, Salem, MO 65560

RIA

CRD#: 136403

Salem, MO

Past

August 26, 2022 - January 2, 2025

AMERICAN ELITE ADVISORY

RIA

CRD#: 212513

SALEM, MO

Past

January 23, 2008 - May 8, 2008

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

KANSAS CITY, MO

Past

August 15, 2005 - February 3, 2006

FFP SECURITIES, INC.

CRD#: 16337

SALEM, MO

Past

March 31, 2003 - August 29, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

January 7, 2003 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

January 3, 2000 - December 31, 2000

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

April 16, 1998 - January 3, 2000

MERCANTILE INVESTMENT SERVICES, INC.

CRD#: 19908

ST. LOUIS, MO

Past

November 25, 1996 - April 16, 1998

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

November 7, 1994 - November 22, 1996

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

January 4, 1993 - November 7, 1994

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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".

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/14/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(317) 581-5664

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts	5,640
AUM (Assets Under Management)	$ 900,511,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William A. Stack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Augustus Stack's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN ELITE ADVISORY

AMERIPRISE ADVISOR SERVICES, INC.

FFP SECURITIES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

FIRSTAR INVESTMENT SERVICES,INC.

MERCANTILE INVESTMENT SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARCHER INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2022

Series 63

Date: 12/21/1992

Series 7

Date: 7/14/1998

Series 6

Date: 12/28/1992

Current Firm

ARCHER INVESTMENT CORPORATION

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER INVESTMENT CORPORATION

TRUST BUT VERIFY

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