Aaron Archambo has been President of Archambo Financial Advisors since January 2016, is a control person of the firm and directly owns 75% or more of it. Aaron Archambo holds a Bachelor of Science in Accounting from Southern Nazarene University.
Archambo Financial Advisors, Inc. is a Bartlesville, OK firm with $163M under management, 197 clients and 3 advisers in one office, as of its March 2026 filing.
Aaron S. Archambo is Investment Advisor Representative and President of Archambo Financial Advisors, Inc., based in Bartlesville, OK. He started in the business in 1992. Since 2007 he has served on the board of The Salvation Army, as Treasurer and Chairman of the Board, and he currently sits on its Advisory Board.
Aaron Archambo’s longest registration is the current one, 22 years at Archambo Financial Advisors since 2004. Before joining Archambo Financial Advisors in 2004, Aaron Archambo was registered through First Investment Corporation.
- – present · 22 yearsBartlesville, OK · Adviser representative · Firm CRD 129927
- First Investment Corporation– · 6 yearsBartlesville, OK · Adviser representative · Firm CRD 110972
Professional designations
Listed by Archambo Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Aaron Archambo is registered as an investment adviser representative in Oklahoma, since January 2004.
- OklahomaSince 29 January 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 1997 |
| Series 7 | General Securities Representative Examination | 6 December 1996 |
| Series 11 | Assistant Representative-Order Processing Qualification Exam | 21 April 1995 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Assistant Representative-Order Processing Qualification Exam
- Full name
- Aaron Scott Archambo
- CRD
- 2587428
- Firm
- Archambo Financial Advisors · CRD 129927
- Role
- President
- Office
- 310 S OSAGE, Bartlesville, OK 74003
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- archambofinancial.com
Where does Aaron Archambo work?
Aaron Archambo has been President of Archambo Financial Advisors, Inc. since January 2016, and is a control person of the firm.
Is Aaron Archambo a financial advisor?
Yes. Aaron Archambo has a current investment-adviser registration in Oklahoma, through Archambo Financial Advisors since January 2004.
How many years of experience does Aaron Archambo have?
Aaron Archambo has 29 years in the financial industry, since May 1997, across 2 adviser firms.
What exams has Aaron Archambo passed?
Aaron Archambo has passed 5 licensing exams: the Series 11, Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 11, was passed in April 1995. FINRA credited Aaron Archambo with the SIE, which began in October 2018.
Where is Aaron Archambo based?
Aaron Archambo’s registered office is in Bartlesville, OK.
Is Aaron Archambo registered with FINRA?
Yes. Aaron Archambo has a current broker registration, under CRD 2587428.
Source: FINRA BrokerCheck
Is Aaron Archambo a CFP?
Archambo Financial Advisors lists Aaron Archambo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: AARON S. ARCHAMBO, CFP® biography, archambofinancial.com
How can I verify Aaron Archambo’s record?
Search CRD 2587428 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aaron Archambo’s full registration record.