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    Aegis Financial

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    Description

    • We believe that service to others is life's greatest investment. We are an independent insightful wealth planning team who combine tax mitigating strategies & financial life planning to help guide you through your life journey.AEGIS Financial advisors and associates bring you an advantage by organizing achievable goals and sharing comprehensive financial knowledge that empowers you to better serve yourself. AEGIS Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject tosecurities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
    • location

      Headquarters:530 North Koeller Street , Oshkosh, Wisconsin, United States

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    • Aegis Financial phone

      Phone Number: +1 920-233-4650

    • Aegis Financial website

      Website: https://www.aegisfinancialplanners.com

    • Aegis Financial employees

      Employees:14

    • Aegis Financial revenue

      Revenue:$1 - 10M

    • Aegis Financial legal name

      Legal Name:Aegis Financial

    • Aegis Financial's Social Media

      Aegis Financial linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President At Aegis Financial for Aegis Financial

    William Bowman

    President At Aegis Financial

    Person level website visitor identification

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    View Employees

    William Bowman

    President At Aegis Financial

    Kristie Hennes

    Chief Compliance Officer And Director Of Operations

    Mariah Madell

    Relationship Manager

    Mike Villeneuve

    Wealth Manager

    Frequently Asked Questions regarding Aegis Financial

    • Where are Aegis Financial's Headquarters?

      Aegis Financial's Headquarters are in 530 North Koeller Street ,Oshkosh,Wisconsin,United States

    • What is Aegis Financial's phone number?

      Aegis Financial's phone number is +1 920-233-4650

    • What is Aegis Financial's official website?

      Aegis Financial's official website is https://www.aegisfinancialplanners.com

    • What is Aegis Financial's Revenue?

      Aegis Financial's revenue is $1 - 10M

    • What is Aegis Financial's NAICS code?

      Aegis Financial's NAICS code is 523930

    • How many employees are working in Aegis Financial

      Aegis Financial has 14 employees

    • What is Aegis Financial's Industry?

      Aegis Financial is in the industry of Financial Services

    • Who is Aegis Financial's President At Aegis Financial?

      Aegis Financial's President At Aegis Financial is William Bowman

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