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.
1-888-653-2347 
support@leadiq.com 
