Aegis Wealth Management, Inc.

Aegis Wealth Management, Inc. (CRD# 301990) is a financial advisory firm headquartered in Guthrie Center, IA. They manage $55,315,605 in 520 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $106,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MO, MT, NV, OH, OK, OR, PA, SC, TX, UT, VA, WI

Financial Advisors at Aegis Wealth Management, Inc.
Showing 1 - 10 of 30 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 6 years of experience in the finance industry.

2
Derek J. Colton
CRD#: 7046164
2569 S Kelly, Edmond, OK 73013

Derek Colton (CRD# 7046164) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Edmond, OK and has over 3 years of experience in the finance industry.

3
Stephen J. Dybwad
CRD#: 2324492
7504 Honey Locust Drive, Nineveh, IN 46164

Stephen Dybwad (CRD# 2324492) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Nineveh, IN and has over 28 years of experience in the finance industry.

4
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 7 years of experience in the finance industry.

5
Timothy J. Hinsvark
CRD#: 1253787
7710 Balboa Ave, Suite 214a, San Diego, CA 92111

Timothy Hinsvark (CRD# 1253787) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in San Diego, CA and has over 13 years of experience in the finance industry.

6
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 7 years of experience in the finance industry.

7
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 7 years of experience in the finance industry.

8
Rodney C. Peters
CRD#: 6620746
Westerville, OH

Rodney Peters (CRD# 6620746) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Westerville, OH and has over 4 years of experience in the finance industry.

9
Hillard J. Pistole
CRD#: 2881566
Fort Smith, AR

Hillard Pistole (CRD# 2881566) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Fort Smith, AR and has over 24 years of experience in the finance industry.

10
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 5 years of experience in the finance industry.

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