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

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
RW

Robert W. Willsey

ARCHER INVESTMENT
Indianapolis, IN 46217
Some features on this profile are disabled
CRD#: 733374
RW

Professional summary

Robert Wayne Willsey, who also goes by Bob Willsey, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Indianapolis, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 18 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Willsey

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.
LIFE AND PROPERTY AND CASULTY INSURANCE WITH VARIOUS COMPANIES AND CARRIERS. SEASONAL TAX PREPARER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Willsey'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

May 13, 2024 - Present

ARCHER INVESTMENT CORPORATION

Office #1: 4040 S Meridian, Indianapolis, IN 46217
RIA
CRD#: 136403
Indianapolis, IN
Past

November 4, 2015 - December 16, 2024

BISON CREEK ADVISORS

RIA
CRD#: 281572
INDIANAPOLIS, IN
Past

February 1, 2013 - November 17, 2015

AUSTIN FINANCIAL STRATEGIES, INC.

RIA
CRD#: 160828
INDIANAPOLIS, IN
Past

April 9, 2012 - October 8, 2013

ADIRONDACK TRADING GROUP LLC

BD
CRD#: 103910
NEW WOODSTOCK, NY
Past

September 8, 2011 - March 22, 2012

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
INDIANAPOLIS, IN
Past

November 2, 2010 - July 1, 2011

CFD INVESTMENTS, INC.

BD
CRD#: 25427
INDIANAPOLIS, IN
Past

October 20, 2010 - July 1, 2011

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
INDIANAPOLIS, IN
Past

November 13, 2009 - September 13, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
INDIANAPOLIS, IN
Past

November 13, 2009 - September 13, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
INDIANAPOLIS, IN
Past

November 3, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
INDIANAPOLIS, IN
Past

October 30, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
INDIANAPOLIS, IN
Past

June 5, 2008 - October 31, 2008

SPC

RIA
CRD#: 110692
INDIANAPOLIS, IN
Past

June 3, 2008 - October 31, 2008

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
INDIANAPOLIS, IN
Past

January 19, 2007 - June 4, 2008

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
KOKOMO, IN
Past

January 19, 2007 - June 4, 2008

CFD INVESTMENTS, INC.

BD
CRD#: 25427
INDIANAPOLIS, IN
Past

November 15, 2005 - October 16, 2006

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
FISHERS, IN
Past

November 14, 2005 - October 16, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
FISHERS, IN
Past

April 18, 2005 - November 25, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
INDIANAPOLIS, IN
Past

April 11, 2005 - November 25, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
INDIANAPOLIS, IN
Past

July 2, 2004 - April 7, 2005

SPC

RIA
CRD#: 110692
INDIANAPOLIS, IN
Past

July 21, 2003 - April 7, 2005

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

January 9, 2002 - August 4, 2003

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

June 6, 2000 - January 25, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 11, 2000 - June 5, 2000

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

March 7, 1997 - December 22, 1998

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 11, 1981 - March 13, 1997

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, 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".
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
Indiana
(5/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/9/1981
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/2000
General Securities Principal Examination

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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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

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

Regulatory assets under management

Total Number of Accounts5,640
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.

Company Information

ARCHER INVESTMENT CORPORATION

CRD#: 136403Indianapolis, IN 46217

TRUST BUT VERIFY

Monitor Robert Willsey

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

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
John James Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
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.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.