Aegis Wealth Management, Inc.

Aegis Wealth Management, Inc. (CRD# 301990) is a financial advisory firm headquartered in Guthrie Center, IA. They manage $143,104,727 in 1,742 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
317 State Street, Guthrie Center, IA 50115
https://www.mindiemolina.com/
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $82,150
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 21 - 23 of 23 top financial advisors.
21
David Stanley, financial advisor Guthrie Center IA
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.

22
Michael Truman, financial advisor Springfield MO
Michael W. Truman
CRD#: 4512911
1932 W. Chesterfield Blvd., #110, Springfield, MO 65807

Michael Truman (CRD# 4512911) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Springfield, MO and has over 21 years of experience in the finance industry.

23
Joseph Zimmermann, financial advisor Carmel IN
Joseph M. Zimmermann
CRD#: 6928301
11555 N Meridian St, Carmel, IN 46032

Joseph Zimmermann (CRD# 6928301) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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