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 11 - 20 of 21 top financial advisors.
11
Lisa Cassidy
CRD#: 7198625
317 State Street, Guthrie Center, IA 50115

Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.

12
Laura B. Hutter
CRD#: 7415672
Palm City, FL

Laura Hutter (CRD# 7415672) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Palm City, FL and has over 2 years of experience in the finance industry.

13
Nathan G. Kesling
CRD#: 7292118
11495 N Pennsylvania St., #201, Carmel, IN 46032

Nathan Kesling (CRD# 7292118) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has over 3 years of experience in the finance industry.

14
Chad M. Kopser
CRD#: 3190096
13715 W 26th Ave, Golden, CO 80401

Chad Kopser (CRD# 3190096) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Golden, CO and has over 24 years of experience in the finance industry.

15
Brian M. Lipsett
CRD#: 7435766
Denver, CO

Brian Lipsett (CRD# 7435766) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Denver, CO and has over 2 years of experience in the finance industry.

16
Griffin J. Malatino
CRD#: 7608888
7105 W 44th Ave., Denver, CO 80033

Griffin Malatino (CRD# 7608888) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Denver, CO and has 1 year of experience in the finance industry.

17
Anthony Pisani
CRD#: 6460411
100 Beard Sawmill Road, Suite 275, Shelton, CT 06484

Anthony Pisani (CRD# 6460411) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Shelton, CT and has over 8 years of experience in the finance industry.

18
Hunter S. Pistole
CRD#: 7496102
317 State Street, Guthrie Center, IA 50115

Hunter Pistole (CRD# 7496102) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.

19
Richard B. Spencer
CRD#: 1819456
Tewksbury, MA

Richard Spencer (CRD# 1819456) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Tewksbury, MA and has over 10 years of experience in the finance industry.

20
David W. Stanley
CRD#: 7286526
317 State Street, Guthrie Center, IA 50115

David Stanley (CRD# 7286526) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 3 years of experience in the finance industry.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.