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Marcelino Dodge

Advisor at Archer Investment Corporation — Flagler, CO

Updated today

Credentials

Series 65

Experience

29 years

Location

Flagler, CO 80815

Archer Investment Corporation logo

Archer Investment Corporation

Multi-team

Total advisors

79

Across 61 offices

Clients per advisor

54 Typical

Avg AUM per client

$180,377 Very Low

HNW client ratio

4% Very Low

About

Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.

Client services

Based on Archer Investment Corporation

Portfolio management Pension consulting

Expertise

Based on Archer Investment Corporation

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

0.50% management fee for The Archer Funds, billed on daily average balance.

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Other

Account minimum: $25,000 Fee-only: Fee-only basis based on assets under management; no commissions or asset-based sales charges accepted.

Location

See office

Flagler, CO

319 Main Ave

Flagler CO 80815

Advisors at this office

1

Most active in

Colorado

Work history

29 years of industry experience

Archer Investment Corporation

2018 - Present • 8 years

Carmel, IN

Cash Tracks Financial Inc

2008 - Present • 18 years

Flagler, CO

HD Vest

2004 - 2018 • 14 years

Lamar, CO

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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Tye A

Series 63, Series 65

Flagler, CO

OSAIC

Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Additionally, Amendt serves as a volunteer board member for the Simla Volunteer Fire Department. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various tools for portfolio construction and management, offering both discretionary and non-discretionary account options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Mindy W

Series 66

Flagler, CO

Edward Jones

Mindy Witt is a financial advisor at Edward Jones with a Series 66 designation and over 10 years of industry experience, including a decade at Farm Credit of Southern Colorado before joining Edward Jones in 2026. The firm serves more than four million individual and institutional clients with a broad range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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