TK
Timothy Koehn
ARCHER INVESTMENT
Grand Island, NE 68801
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CRD#: 6079914
TK
Professional summary
Timothy Koehn, who also goes by Timothy Charles Koehn, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Grand Island, Nebraska.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Timothy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Charles Koehn
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.
Irmunk~'NIR'~711 W. 5th, Suite 1~Grand Island~NE~68801~Retail~Owner/Sole Proprietor~1/1/2014~1hrs~0hrs~Owner of website that we hope to turn into a family business.|Koehn Bookkeeping Service~'NIR'~711 W. 5th, Suite 1~Grand Island~NE~68801~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1995~50hrs~0hrs~Bookkeeping and tax preparation services|Northwest Public Schools~'NIR'~711 W 5th, Suite 1~Grand Island~NE~68801~Other~Teacher/Professor/Trainer~8/1/2005~160hrs~130hrs~Math Teacher|
CRS (Client Relationship Summary) - RIA
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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
August 12, 2019 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 711 W 5th Suite #1, Grand Island, NE 68801RIA
CRD#: 136403
Grand Island, NE
Past
August 1, 2012 - June 26, 2018
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GRAND ISLAND, NE
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
Nebraska(8/12/2019)
Exams
State Security Law Exam
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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Company Information
ARCHER INVESTMENT CORPORATION
CRD#: 136403Grand Island, NE 68801TRUST BUT VERIFY
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