Aegis Wealth Management, Inc.

Aegis Wealth Management, Inc. (CRD# 301990) is a financial advisory firm headquartered in Guthrie Center, IA. They manage $134,993,577 in 1,147 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $117,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI

Financial Advisors at Aegis Wealth Management, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Gordon S. Campbell
CRD#: 6374489
317 State Street, Guthrie Center, IA 50115

Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.

2
Jonathan N. Durr
CRD#: 6590932
317 State Street, Guthrie Center, IA 50115

Jonathan Durr (CRD# 6590932) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.

3
Jimmy Fish
CRD#: 6374704
317 State Street, Guthrie Center, IA 50115

Jimmy Fish (CRD# 6374704) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.

4
Kevin L. Hocker
CRD#: 6299270
317 State Street, Guthrie Center, IA 50115

Kevin Hocker (CRD# 6299270) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.

5
Mindie N. Molina
CRD#: 6426436
317 State Street, Guthrie Center, IA 50115

Mindie Molina (CRD# 6426436) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 10 years of experience in the finance industry.

6
Suzanne K. Porske
CRD#: 6663682
317 State Street, Guthrie Center, IA 50115

Suzanne Porske (CRD# 6663682) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.

7
Joshua A. Stephens
CRD#: 6602106
317 State Street, Guthrie Center, IA 50115

Joshua Stephens (CRD# 6602106) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.

8
Christopher M. Wilkinson
CRD#: 4925786
Salt Lake City, UT

Christopher Wilkinson (CRD# 4925786) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.

9
Frank Barrale
CRD#: 7677782
317 State Street, Guthrie Center, IA 50115

Frank Barrale (CRD# 7677782) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.

10
Theresa Bond
CRD#: 7652461
Layton, UT

Theresa Bond (CRD# 7652461) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Layton, UT and has over 2 years of experience in the finance industry.

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