DM
Deborah E. Mueggenborg
ARCHAMBO FINANCIAL ADVISORS
BARTLESVILLE, OK 74003
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CRD#: 4473013
DM
Professional summary
Deborah Elaine Mueggenborg, who also goes by Deborah Elaine Kauffman, is a registered financial advisor currently at ARCHAMBO FINANCIAL ADVISORS, INC. located in Bartlesville, Oklahoma and CALTON & ASSOCIATES, INC. located in Bartlesville, Oklahoma.
Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Deborah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deborah Elaine Kauffman
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.
1. OSAGE MANAGEMENT CO, LLC, NON-INVESTMENT RELATED, 312 S OSAGE AVE, BARTLESVILLE, OK 74003, PARKING LOT RENTAL, PARTNER, START DATE: 01/01/1997, HOURS/MONTH: 1, HOURS/MONTH DURING SECURITIES TRADING HOURS: 0, OVERSEE ACCOUNTING STAFF WHO RECORD TRANSACTIONS, RECONCILE BANK BALANCES, COLLECT RENTS AND PAY BILLS. ALL DONE AS MANAGING PARTNER OF CPA FIRM. 2. 302 OSAGE, LLC, NON-INVESTMENT RELATED, 312 S OSAGE AVE, BARTLESVILLE, OK 74003, OFFICE BUILDING RENTAL, PARTNER, START DATE: 03/07/2007, HOURS/MONTH: 1, HOURS/MONTH DURING SECURITIES TRADING HOURS: 0, MANAGE ACCOUNTING STAFF WHO RECEIVE RENT INCOME, PAY BILLS, AND PREPARE FINANCIAL STATEMENTS THROUGH CPA FIRM. 3. B&H MUEGGENBORG FAMILY FARM, 396595 W 2437 RD, PASTURE RENTAL, SPOUSE OF PARTNER, START DATE: 01/01/2013, HOURS/MONTH 0, HOURS/MONTH DURING SECURITIES TRADING HOURS: 0, PREPARE ANNUAL INCOME TAX RETURN THROUGH CPA COMPANY. 4. BANCFIRST ADVISORY BOARD, 300 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, START DATE: 01/01/2021, HOURS/MONTH 1, HOURS/MONTH DURING SECURITIES TRADING HOURS: 1, ADVISORY BOARD DIRECTOR.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Elaine Mueggenborg's 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®
NoneExperience
Current
January 29, 2004 - Present
ARCHAMBO FINANCIAL ADVISORS, INC.
Office #1: 310 S Osage, Bartlesville, OK 74003RIA
CRD#: 129927
BARTLESVILLE, OK
Current
June 29, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 310 South Osage Ave, Bartlesville, OK 74003RIA
BD
CRD#: 20999
Bartlesville, OK
Past
July 23, 2002 - July 21, 2023
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
BARTLESVILLE, OK
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".
AF
ARCHAMBO FINANCIAL ADVISORS, INC.
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD#: 129927 / SEC#: 801-120463
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Oklahoma
Registered Investment Advisory firm - (7/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/24/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/16/2023)
RR
Kansas(9/5/2023)
RR
Missouri(6/29/2023)
IAR
Oklahoma(1/29/2004)
RR
Oklahoma(6/29/2023)
RR
Pennsylvania(9/5/2023)
RR
Texas(6/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ARCHAMBO FINANCIAL ADVISORS, INC.
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD#: 129927 / SEC#: 801-120463
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Oklahoma
Registered Investment Advisory firm - (7/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
310 South Osage, Bartlesville, OK 74003
Mailing Address
Phone number
(918) 336-2222
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 221 |
| AUM (Assets Under Management) | $ 157,213,327 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
