KW
Kevin J. Walker
ARCHER INVESTMENT
West Lake, OH 44145
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CRD#: 5416040
KW
Professional summary
Kevin James Walker, who also goes by Kevin Walker, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in West Lake, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Walker
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) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START AUGUST 2014, 10 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, ANNUITIES & LONG-TERM CARE. 2) KIWANIS CLUB, NOT INVESTMENT RELATED, WESTLAKE, OHIO, COMMUNITY SERVICE, START JANUARY 2012, 3 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR - VICE PRESIDENT. 3) ROTARY CLUB, NOT INVESTMENT RELATED, WESTLAKE, OHIO, COMMUNITY SERVICE, START JANUARY 2013, 3 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR. 4) GREAT LAKES PROPERTIES & INVESTMENTS. INVESTMENT RELATED. 671 COLUMBIA RD, #2, WEST LAKE, OH 44145. 1031 EXCHANGES. CEO. 11/2019. 15 HOURS PER MONTH/15 DURING TRADING HOURS. MARKETING, RESERACHING 1031 EXCHANGES, FACILITATING 1031 PROCESS. 5) WALKER WEALTH MANAGEMENT. INVESTMENT RELATED. 671 COLUMBIA ROAD, WESTLAKE OH 44145. S-CORP FOR RIA BUSINESS. OWNER. START 2014. 1 HOUR PER MONTH, NOT DURING TRADING. PASS THROUGH ENTITY FOR TAX REPORTING PURPOSES. 6) AVON VARSITY TENNIS COACH. NOT INVESTMENT RELATED. 37545 DETROIT ROAD, WESTLAKE OH 44145. COACH. START 8/2017. 40 HOURS PER MONTH, 5 DURING TRADING. COACH GIRLS TENNIS TEAM. 7) ARCHER INVESTMENT CORPORATION. INVESTMENT RELATED. 11711 N COLLEGE AVE, SUITE 200, CAMEL, IN 46032, INVESTMENT ADVISOR, START 6/2023, 120HRS/MONTH, 8/HRS DAY, INVESTMENT ADVISORY SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Kevin James Walker'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
June 5, 2023 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 159 Crocker Park Road Suite 400, West Lake, OH 44145RIA
CRD#: 136403
West Lake, OH
Past
September 8, 2017 - July 25, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Westlake, OH
Past
August 29, 2017 - August 23, 2023
JASON M ORSKY WEALTH MANAGEMENT LLC
RIA
CRD#: 170277
WESTLAKE, OH
Past
August 18, 2014 - August 31, 2017
CETERA ADVISORS LLC
RIA
CRD#: 10299
AVON, OH
Past
August 15, 2014 - August 31, 2017
CETERA ADVISORS LLC
BD
CRD#: 10299
AVON, OH
Past
November 29, 2007 - August 19, 2014
EDWARD JONES
RIA
CRD#: 250
WESTLAKE, OH
Past
October 26, 2007 - August 19, 2014
EDWARD JONES
BD
CRD#: 250
WESTLAKE, OH
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".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | 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
Ohio(6/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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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
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
