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).

Current Firm Details
530 N Koeller St, Oshkosh, WI 54902
https://www.aegisforme.com
By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    1,735
    ACCOUNTS
  • Average Account Value
    $205,719
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, MN, WI

Financial Advisors at Aegis Financial
Showing 1 - 6 of 6 top financial advisors.
1
William Bowman, financial advisor Oshkosh WI
William L. Bowman
CRD#: 2211641
530 N Koeller St, Oshkosh, WI 54902

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.

2
Michael Donnan, financial advisor Oshkosh WI
Michael P. Donnan
CRD#: 4776996
530 N Koeller St, Oshkosh, WI 54902

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.

3
Kristie Hennes, financial advisor Oshkosh WI
Kristie R. Hennes
CRD#: 2957352
530 N Koeller St, Oshkosh, WI 54902

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.

4
Brian Rogers, financial advisor Oshkosh WI
Brian J. Rogers
CRD#: 6887711
530 N Koeller St, Oshkosh, WI 54902

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.

5
Kenji Callahan, financial advisor Oshkosh WI
Kenji K. Callahan
CRD#: 7599357
530 N Koeller St, Oshkosh, WI 54902

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.

6
Michael Villeneuve, financial advisor Oshkosh WI
Michael A. Villeneuve
CRD#: 4856232
530 N Koeller St, Oshkosh, WI 54902

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.

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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