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James David Heidt

Archer Investment Corp.

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About James David Heidt

James David Heidt is an investment advisor representative at Archer Investment Corp., with a Series 65 license. James David Heidt has been in the industry since 2009. James David Heidt is registered in Hawaii. James David Heidt specializes in portfolio management for individuals, investment companies, and businesses. James David Heidt has experience with pension consulting.

Firm Information

James Heidt is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Heidt’s Registration & Firm History

IN

07/05/2024 - Present

Archer Investment Corp. (CARMEL IN)

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Licenses & Designations

IA

Issued 07/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James David Heidt.
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