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Zachary Archer

Advisor at Ameriprise

Updated today

Location

Elk City, OK 73644

Credentials

Series 63, Series 65

Industry experience

23 years

About

Zachary Archer is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, he worked at BOK Financial Securities and Bokf, Na for nine years. Outside of advising, he is involved in several business ventures including ownership in a mobile vending company and a car wash and storage facility. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions and uses a centralized team to support financial advisors in delivering these services.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

2017 W 3rd St Po, Box 488

Elk City, OK 73644

Most active in

Oklahoma · Texas

Work history

Ameriprise Financial Service, LLC

2019 - Present (7 years)

Ameriprise Financial Services, inc.

2019 - 2020 (1 year)

Bokf, Na

2010 - 2019 (9 years)

BOK Financial Securities, Inc.

2010 - 2019 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John T

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Elk City, OK

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Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance

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Elk City, OK

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Founder/Business Owner
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Scott G

Series 63, Series 65

Elk City, OK

Cambridge Investment Research Advisors

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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