What departments does Aegis Financial have?

Aegis Financial has employees across 2 departments including Analytics, Customer Success.

What is the largest department at Aegis Financial?

The largest department at Aegis Financial is Analytics with 1 employees.

Where are Aegis Financial employees located globally?

Aegis Financial has employees across 1 continents and 1 countries including United States Of America.

How has Aegis Financial's team size changed over time?

Aegis Financial's team has decreased from approximately 16 to 8 employees based on available data.

Aegis Financial Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Aegis Financial is a financial services firm that concentrates on wealth planning by integrating tax mitigation with comprehensive financial life planning. Its advisory team seeks to help clients organize attainable goals and broaden their financial knowledge to support prudent decision making throughout life’s journey. The company operates as an independent registered investment advisor, providing advisory services to individuals seeking structured guidance on managing assets and planning for the future.
Headquartered in Oshkosh, Wisconsin, Aegis Financial serves clients through a small to mid-sized advisory team. The firm has a history of recognition as a Best-In-State Wealth Advisor by Forbes in 2021 and 2022, and its recent activities include leadership changes and staff additions, reflecting ongoing efforts to expand client service and advisory capacity in its region.

Aegis Financial Global Highlights

North America
20

United States Of America
20

Aegis Financial's Leadership

B. B.
President & Senior Advisor
Mobile Phone
Email
W. B.
President
Mobile Phone
Email
C. O.
Compliance Manager
Mobile Phone
Email
S. C.
Associate Wealth Manager
Mobile Phone
Email
A. D.
Relationship Manager
Mobile Phone
Email
J. N.
Senior Analyst
Mobile Phone
Email
M. D.
Advisor
Mobile Phone
Email
A. K.
Client Service Associate
Mobile Phone
Email

Aegis Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Aegis Financial

Name

Title

Contact Info

Location

Last Update

B. B.
President & Senior Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 26, 2026
W. B.
President
Mobile Phone
Email
United StatesWisconsin
Jan 16, 2026
C. O.
Compliance Manager
Mobile Phone
Email
United StatesWisconsin
Jun 19, 2026
S. C.
Associate Wealth Manager
Mobile Phone
Email
United StatesWisconsin
Nov 16, 2025
A. D.
Relationship Manager
Mobile Phone
Email
United StatesWisconsin
Jan 27, 2026
J. N.
Senior Analyst
Mobile Phone
Email
United StatesMaryland
Apr 23, 2025
M. D.
Advisor
Mobile Phone
Email
Jun 08, 2026
A. K.
Client Service Associate
Mobile Phone
Email
United StatesWisconsin
May 29, 2026
M. M.
Client Experience Concierge
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2024
T. S.
Customer Service Associate I
Mobile Phone
Email
United StatesWisconsin
Aug 03, 2024

Frequently Asked Questions

What is Aegis Financial known for?

Aegis Financial operates in the Financial Services industry. The company's main headquarters is located in 530 North Koeller Street Oshkosh, Wisconsin 54902 United States; you can contact the main corporate office by phone at

+1-920-233-****

. Explore Aegis Financial's company overview page for more information.

What is Aegis Financial's most common email format?

Aegis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aegis Financial email formats with LeadIQ.

How many employees does Aegis Financial have currently?

Aegis Financial has approximately 15 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Aegis Financial's key employees and leadership?

As of May 2026, Aegis Financial's key employees include:

President & Senior Advisor: B. B.
President: W. B.
Compliance Manager: C. O.
Associate Wealth Manager: S. C.
Relationship Manager: A. D.

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Aegis Financial Employee Directory

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