Merrill
47yrs
Top advisor by experience in Indianapolis
29yrs
Based in Indianapolis, Indiana, Robert Willsey is a fiduciary financial advisor with 29 years of industry experience. Robert has been with Archer Investment since 2024; before that, Robert spent nine years at Bison Creek Advisors and three years at Austin Financial Strategies. Archer Investment offers investment management and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 14% by experience at Archer Investment
Office4040 S Meridian, Indianapolis, IN 46217
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$180,377
Advisors at the firm80
States licensed ?1 state
Services through Archer Investment
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowArcher Investment CorporationCurrent firm
- 2015 – 2024Bison Creek AdvisorsPreviously
- 2013 – 2015Austin Financial Strategies, Inc.Previously
- Oct 2010 – Jul 2011Creative Financial Designs, Inc.Previously
- Nov 2009 – Sep 2010PNC Wealth Management LLCPreviously
- Nov 2008 – Nov 2009Natcity Investments, Inc.Previously
- Jun 2008 – Oct 2008SPCPreviously
- Jan 2007 – Jun 2008Creative Financial Designs, Inc.Previously
Earlier career (3 more)
- Nov 2005 – Oct 2006Charles Schwab & CO., Inc.Previously
- Apr 2005 – Nov 2005Concourse Financial Group Securities, Inc.Previously
- Jul 2004 – Apr 2005SPCPreviously
Contact Robert
(317) 581-5664Firm headquarters in Carmel, IN. Ask for Robert. 4040 S MeridianIndianapolis, IN 46217Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Archer Investment at (317) 581-5664 and ask for Robert Willsey. Robert works from the Indianapolis, IN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 14% by experience at Archer Investment.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Archer Investment reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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