AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Marti A. Bott

ARCHER INVESTMENT MANAGEMENT
Hayden, ID
Some features on this profile are disabled
CRD#: 5793702
MB

Professional summary

Marti Ailene Bott, CFP®, who also goes by Marti A. Bott, Marti A. Kelty, is a registered financial advisor currently at ARCHER INVESTMENT MANAGEMENT located in Hayden, Idaho.

Marti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marti has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marti A. Bott | Marti A. Kelty

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marti Ailene Bott'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®
CFP®

Certified Financial Planner

Experience

Current

April 17, 2024 - Present

ARCHER INVESTMENT MANAGEMENT

RIA
CRD#: 146852
Hayden, ID
Past

July 17, 2023 - April 15, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
COLORADO SPRINGS, CO
Past

November 8, 2013 - March 30, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Englewood, CO
Past

February 25, 2013 - March 30, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Englewood, CO
Past

July 20, 2010 - January 14, 2013

STRASBAUGH FINANCIAL ADVISORY, INC.

RIA
CRD#: 111672
COLORADO SPRINGS, CO

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 MANAGEMENT
ARCHER INVESTMENT MANAGEMENT
AEQUITAS INVESTMENT MANAGEMENT | ARCHER INVESTMENT MANAGEMENT, LLC | ARCHER INVESTMENT MANAGEMENT

CRD#: 146852 / SEC#: 801-120764

RIA
Registered Investment Advisory firm - (4/9/2021 Approved)
Colorado
Registered Investment Advisory firm - (4/15/2016 Terminated)
Indiana
Registered Investment Advisory firm - (4/26/2021 Terminated)
Texas
Registered Investment Advisory firm - (4/23/2021 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.

Highlighted states indicate IAR registrations

IAR
Idaho
(4/17/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/19/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2013
General Securities Representative Examination

Current Firm

ARCHER INVESTMENT MANAGEMENT
ARCHER INVESTMENT MANAGEMENT
AEQUITAS INVESTMENT MANAGEMENT | ARCHER INVESTMENT MANAGEMENT, LLC | ARCHER INVESTMENT MANAGEMENT

CRD#: 146852 / SEC#: 801-120764

RIA
Registered Investment Advisory firm - (4/9/2021 Approved)
Colorado
Registered Investment Advisory firm - (4/15/2016 Terminated)
Indiana
Registered Investment Advisory firm - (4/26/2021 Terminated)
Texas
Registered Investment Advisory firm - (4/23/2021 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(800) 840-5946
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (2/10/2026)

Regulatory assets under management

Total Number of Accounts2,174
AUM (Assets Under Management)$ 370,799,063

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.

Company Information

ARCHER INVESTMENT MANAGEMENT

ARCHER INVESTMENT MANAGEMENT

CRD#: 146852Hayden, ID

TRUST BUT VERIFY

Monitor Marti Bott

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.