Aaron
Archambo

Archambo Financial Advisors, Inc

CRD#2587428
Investment Advisor
in Bartlesville, OK

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About this Advisor

Aaron Archambo is a financial advisor based in Bartlesville, Oklahoma, working with Archambo Financial Advisors, Inc. Aaron has previously held positions at Calton & Associates, Inc, Dominion Investor Services, Inc, and Archambo Financial Advisors, Inc. Aaron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Aaron is part of Archambo Financial Advisors, Inc, which operates out of Bartlesville, Oklahoma. The firm has 5 employees and manages assets totaling $158.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Archambo Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

310 S Osage
Bartlesville, OK 74003

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Archambo Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$157,978,905

OK Average: $681,523,814
Total Number of Employees

5

OK Average: 15
Total Number of Accounts

215

OK Average: 642
Average Account Size

$734,786

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aaron Archambo Work History

2023 - Present (1 year)

Calton & Associates, Inc

2004 - Present (20 years)

Archambo Financial Advisors, Inc

1995 - 2023 (28 years)

Dominion Investor Services, Inc

Disclosures

Please visit the SEC profile of Aaron Archambo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Archambo Financial Advisors, Inc

Jonathan Russell
Bartlesville, OK
Aaron Archambo
Bartlesville, OK
Deborah Mueggenborg
Bartlesville, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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