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Timothy Koehn

Archer Investment Corp.

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About Timothy Koehn

Timothy Koehn is a financial advisor at Archer Investment Corp. Timothy has been in the industry since 2012 and holds the Series 6, Series 63 and Series 65 licenses. Timothy also holds the Securities Industry Essentials (SIE) license. Timothy has experience in the investment industry, including working at HD Vest Investment Services. Timothy is also a teacher at Northwest Public Schools. In addition, Timothy is the owner of two businesses, Irmunk and Koehn Bookkeeping Service.

Firm Information

Timothy Koehn 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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Timothy Koehn’s Registration & Firm History

NE

08/12/2019 - Present

Archer Investment Corp. (Grand Island NE)

NE

08/01/2012 - 06/26/2018

HD VEST INVESTMENT SERVICES (GRAND ISLAND NE)

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Licenses & Designations

IA

Issued 08/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Koehn.
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