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Marti Ailene Bott

Archer Investment Management

Hayden, ID

Austin, TX

CRD 5793702

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Employer firm

Archer Investment Management CRD 146852

$371M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Archer Investment Management

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-04-17
  • ID RA
    APPROVED
    Since 2024-04-17

Branch Locations

Hayden, ID • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Colorado Springs CO 07/2023 04/2024
Bott Household Hayden ID 02/2016 06/2023
Archer Investment Management Austin TX 04/2024 Present
Previous Registrations
  • 2013-02-25 → 2016-03-30
    Ameriprise Financial Services, Llc
    Greenwood Village, CO
    Colorado Springs, CO
  • 2010-07-20 → 2013-01-14
    Strasbaugh Financial Advisory, Inc.
    Colorado Springs, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-21
S65 Uniform Investment Adviser Law Examination 2010-07-19
  • S63 Uniform Securities Agent State Law Examination
    2013-08-21
  • S65 Uniform Investment Adviser Law Examination
    2010-07-19
Designations
  • Certified Financial Planner
Other Names
  • Marti A. Kelty
  • Marti A. Bott

View on SEC IAPD

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