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William Augustus Stack

Advisor at Archer Investment Corporation — Salem, MO

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Salem, MO 65560

Archer Investment Corporation logo

Archer Investment Corporation

Multi-team

Total advisors

78

Across 60 offices

Clients per advisor

55 Typical

Avg AUM per client

$180,377 Very Low

HNW client ratio

4% Very Low

About

William Stack is an advisor with Archer Investment Corporation holding Series 63 and Series 65 credentials and has two years of industry experience. He has been involved with American Elite Advisory since 2022 and has operated Stack Financial Services since 2001. Outside of advising, he publishes commentary as a precious metals analyst and is the author of the book "The 7.0% Solution." Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds, managing approximately $900 million. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across multiple asset classes, with both discretionary and model-based management options.

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

Salem, MO

123 W 4th St

Salem MO 65560

Advisors at this office

1

Most active in

Missouri

Work history

3 years of industry experience

American Elite Advisory

2022 - Present • 4 years

Dallas, TX

H&R Block Business Services

2010 - Present • 16 years

Salem, MO

Stack Financial Services

2001 - Present • 25 years

Salem, MO

Salem Full Gospel Church

2000 - Present • 26 years

Salem, MO

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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Joseph B

Series 66, Series 63

Salem, MO

Edward Jones

Joseph Brand is a financial advisor with Edward Jones in Salem, MO, holding Series 66 and Series 63 licenses and possessing 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Brand serves as a trustee and chair of the advisory board for Southwest Baptist University's Salem campus and acts as secretary for Fair Acres Farm Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Leah N

Series 66

Salem, MO

Edward Jones

Leah Nash is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VIP Kid and Town & Country Bank. Nash co-owns rental properties with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Etta H

Series 63, Series 66

Salem, MO

LPL Financial

Etta Hearn is a financial advisor with LPL Financial in Salem, Missouri, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked at LPL Financial since 2013 and also has a role at Town and Country Bank dating back to 2012. Outside of her advisory work, she is involved in a family farm operation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Richard W

Series 66

Salem, MO

LPL Financial

Richard Wiggins is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Financial and Riverways Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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