Aegis Financial
Aegis Financial (CRD# 305030) is a financial advisory firm headquartered in Oshkosh, WI. They manage $356,921,731 in 1,735 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management357MILLION
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Total Number of Accounts1,735ACCOUNTS
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Average Account Value$205,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MI, MN, WI
William Bowman (CRD# 2211641) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 30 years of experience in the finance industry.
Michael Donnan (CRD# 4776996) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.
Kristie Hennes (CRD# 2957352) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 16 years of experience in the finance industry.
Brian Rogers (CRD# 6887711) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 6 years of experience in the finance industry.
Kenji Callahan (CRD# 7599357) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has 1 year of experience in the finance industry.
Michael Villeneuve (CRD# 4856232) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.